Jason Andrew Carpenter

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 01/2020
  Td Ameritrade
  St. Louis, MO
• 01/2020 → 12/2021
  Citigroup
  O'FAllon, MO
• 12/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2020-02-20 → 2021-12-21
  Citigroup Global Markets Inc.
  Jersey City, NJ
  O'FAllon, MO
  San Antonio, TX
• 2018-02-14 → 2019-12-31
  Td Ameritrade, Inc.
  St Louis, MO
  Westlake, TX
  St. Louis, MO
• 2016-09-08 → 2018-02-14
  Scottrade Investment Management
  Saint Louis, MO
  Saint Louis, MO
  Orlando, FL
• 2014-06-30 → 2014-08-27
  Regal Advisory Services, Inc.
  Glenview, IL
• 2013-02-15 → 2014-01-30
  Pnc Wealth Management Llc
  Orlando, FL
  Maitland, FL
  Orlando, FL
  Champions Gate, FL
  Saint Cloud, FL
  Kissimmee, FL
  Maitland, FL
• 2010-09-01 → 2013-02-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2009-06-25 → 2010-08-25
  Truist Investment Services, Inc.
  Lakeland, FL
• 2004-03-26 → 2009-06-03
  Banc Of America Investment Services, Inc.
  Celebration, FL
  Celebration, FL

Exams

• S66 Uniform Combined State Law Examination
  2004-03-19
• S63 Uniform Securities Agent State Law Examination
  1999-07-20

Other Names

• Jason M Smith
• Jason Manning Smith
• Jason Andrew Carpenter
• Jason A Carpenter
• Jason Carpenter