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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Centennial, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 06/2023 Present
La Tavola Five Parks Llc. Arvada CO 01/2023 05/2023
Avanti Food And Beverage Boulder CO 04/2022 09/2022
Boulder Country Club Boulder CO 05/2021 09/2021
Lucky'S Market Boulder CO 12/2018 05/2019
Amici'S Pizzeria & Italian Wheat Ridge CO 06/2017 09/2017
Bongiovanni Llc Arvada CO 08/2016 05/2017
Jason Yevak'S Pet Sitting Arvada CO 01/2012 01/2019
University Of Colorado At Boulder Boulder CO 08/2019 05/2023
Ralston Valley Senior High School Arvada CO 08/2015 05/2019
Lancaster University Lancaster 10/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2023 → 05/2023
    La Tavola Five Parks Llc.
    Arvada, CO
  • 04/2022 → 09/2022
    Avanti Food And Beverage
    Boulder, CO
  • 05/2021 → 09/2021
    Boulder Country Club
    Boulder, CO
  • 12/2018 → 05/2019
    Lucky'S Market
    Boulder, CO
  • 06/2017 → 09/2017
    Amici'S Pizzeria & Italian
    Wheat Ridge, CO
  • 08/2016 → 05/2017
    Bongiovanni Llc
    Arvada, CO
  • 01/2012 → 01/2019
    Jason Yevak'S Pet Sitting
    Arvada, CO
  • 08/2019 → 05/2023
    University Of Colorado At Boulder
    Boulder, CO
  • 08/2015 → 05/2019
    Ralston Valley Senior High School
    Arvada, CO
  • 10/2022 → 12/2022
    Lancaster University
    Lancaster
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Arvada, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-10-20
Other Names
  • Jason Yevak

View on SEC IAPD

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