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Detailed Report
JASON WITTBRODT
CRD#: 7412201
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 123-127 SOUTH LAKE AVE.
PASADENA, CA 91101
Registration History
202120222023202420252026IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2021 - Present (3 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2022 - 2025 (2 years)
License(s)

State Registrations

B
Alabama 1/6/2023
B
Missouri 1/6/2023
B
Alaska 1/6/2023
B
Nevada 1/6/2023
B
Arizona 1/6/2023
B
New Hampshire 1/6/2023
B
Arkansas 1/6/2023
B
New Jersey 1/6/2023
B
California 1/17/2022
B
New Mexico 1/6/2023
IA
California 3/31/2025
B
New York 1/6/2023
B
Colorado 1/6/2023
B
North Carolina 1/6/2023
B
Connecticut 1/6/2023
B
Ohio 1/9/2023
B
District of Columbia 1/6/2023
B
Oregon 1/6/2023
B
Florida 1/6/2023
B
Pennsylvania 1/6/2023
B
Georgia 1/6/2023
B
Rhode Island 1/6/2023
B
Hawaii 1/6/2023
B
South Dakota 1/6/2023
B
Idaho 1/6/2023
B
Tennessee 1/6/2023
B
Illinois 1/6/2023
B
Texas 1/6/2023
B
Indiana 1/6/2023
IA
Texas 3/31/2025
B
Kentucky 1/6/2023
B
Utah 1/6/2023
B
Maryland 1/6/2023
B
Vermont 1/6/2023
B
Massachusetts 1/6/2023
B
Washington 1/6/2023
B
Minnesota 1/6/2023
B
Wyoming 1/6/2023
B
Mississippi 1/6/2023

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
123-127 SOUTH LAKE AVE., PASADENA, CA 91101
155 N LAKE AVENUE, PASADENA, CA 91101
Registered with this firm since 12/3/2021
Previous Registration(s)
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IA
 07/28/2022 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) PASADENA, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.