Jaron Cappos

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
CO	RA	APPROVED	2026-06-25
TX	RA	APPROVED	2026-06-25

CO RA
APPROVED

Since 2026-06-25
TX RA
APPROVED

Since 2026-06-25

Branch Locations

Englewood, CO • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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
Audi Escondido	Escondido	CA	07/2021	04/2024
Mossy Nissan Poway	Poway	CA	06/2020	06/2021
The Blinds Spot And Regal Floors	Ramona	CA	06/2017	06/2019
Full Time Education	San Marcos	CA	08/2016	06/2017
Full Time Education	San Marcos	CA	08/2019	05/2020
Charles Schwab & Co., Inc.	Ramona	CA	05/2024	04/2026
Fidelity Investments	Lone Tree	CO	04/2026	Present

07/2021 → 04/2024

Audi Escondido

Escondido, CA
06/2020 → 06/2021

Mossy Nissan Poway

Poway, CA
06/2017 → 06/2019

The Blinds Spot And Regal Floors

Ramona, CA
08/2016 → 06/2017

Full Time Education

San Marcos, CA
08/2019 → 05/2020

Full Time Education

San Marcos, CA
05/2024 → 04/2026

Charles Schwab & Co., Inc.

Ramona, CA
04/2026 → Present

Fidelity Investments

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-11
S63	Uniform Securities Agent State Law Examination	2025-07-14

S66 Uniform Combined State Law Examination

2026-06-11
S63 Uniform Securities Agent State Law Examination

2025-07-14

Other Names

Jaron James Cappos

View on SEC IAPD

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