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Jason T. Garcia

Strategic Advisers LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States

Charlotte, NC • 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
Dominion Energy Columbia SC 05/2023 05/2024
Nautical Boat Club Irmo SC 04/2022 09/2022
Tmc Transportation Columbia SC 06/2021 08/2021
University Of South Carolina Columbia SC 08/2020 05/2024
Southern Shores Dental Lexington SC 05/2020 08/2020
Fidelity Investments Charlotte NC 06/2024 Present
Lexington High School Lexington SC 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → 05/2024
    Dominion Energy
    Columbia, SC
  • 04/2022 → 09/2022
    Nautical Boat Club
    Irmo, SC
  • 06/2021 → 08/2021
    Tmc Transportation
    Columbia, SC
  • 08/2020 → 05/2024
    University Of South Carolina
    Columbia, SC
  • 05/2020 → 08/2020
    Southern Shores Dental
    Lexington, SC
  • 06/2024 → Present
    Fidelity Investments
    Charlotte, NC
  • 08/2016 → 05/2020
    Lexington High School
    Lexington, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
    Lexington, SC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-28
  • S66 Uniform Combined State Law Examination
    2024-10-28
Other Names
  • Jason T Garcia
  • Jason Troy Garcia

View on SEC IAPD

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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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