Jason Ogle

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-10
KY	RA	APPROVED	2025-04-22

TX RA
APPROVED

Since 2026-04-10
KY RA
APPROVED

Since 2025-04-22

Branch Locations

Louisville, KY • United States

500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • 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

Organization	City	State	From	To
University Of West Florida	Pensacola	FL	06/2016	05/2021
Olive Garden	Louisville	KY	11/2019	06/2022
Cintas	Louisville	KY	06/2022	08/2023
Steel Technologies	Louisville	KY	08/2023	05/2024
New York Life	Louisville	KY	05/2024	01/2025
Nylife Securities Llc	Louisville	KY	06/2024	01/2025
Fidelity Investments	Louisville	KY	01/2025	Present
Wcb	Louisville	KY	09/2023	05/2024

06/2016 → 05/2021

University Of West Florida

Pensacola, FL
11/2019 → 06/2022

Olive Garden

Louisville, KY
06/2022 → 08/2023

Cintas

Louisville, KY
08/2023 → 05/2024

Steel Technologies

Louisville, KY
05/2024 → 01/2025

New York Life

Louisville, KY
06/2024 → 01/2025

Nylife Securities Llc

Louisville, KY
01/2025 → Present

Fidelity Investments

Louisville, KY
09/2023 → 05/2024

Wcb

Louisville, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-07
S63	Uniform Securities Agent State Law Examination	2024-08-09

S66 Uniform Combined State Law Examination

2025-04-07
S63 Uniform Securities Agent State Law Examination

2024-08-09

View on SEC IAPD

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