Adam C. Jaros

STRATEGIC ADVISERS LLC

RALEIGH, NC 27612-3859

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CRD#: 2904817

Professional summary

Adam C Jaros, CFP®, who also goes by Adam Christian Jaras, Adam C Jaros, Adam Christian Jaros, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Raleigh, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Raleigh, North Carolina.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Adam has worked at 11 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Christian Jaras | Adam C Jaros | Adam Christian Jaros

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam C Jaros's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #1: 4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859

RIA

CRD#: 104555

RALEIGH, NC

Current

February 13, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4509 Creedmoor Road Suite 101, Raleigh, NC 27612

CRD#: 7784

Raleigh, NC

Past

April 27, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

RALEIGH, NC

Past

June 24, 2021 - January 3, 2023

SIERRA INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 106615

SANTA MONICA, CA

Past

May 18, 2006 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SAN DIEGO, CA

Past

November 30, 2005 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

SAN DIEGO, CA

Past

August 23, 2005 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

April 8, 2005 - August 12, 2005

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

May 27, 2004 - February 17, 2005

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

February 4, 2004 - March 23, 2004

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

June 20, 2000 - January 26, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

November 19, 1999 - May 11, 2000

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

August 4, 1998 - October 14, 1999

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(6/12/2023)

North Carolina
(4/17/2023)

IAR

North Carolina
(3/31/2025)

Texas
(6/12/2023)

IAR

Texas
(3/31/2025)

Utah
(6/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/17/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/22/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/4/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/21/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 8/12/2022

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Adam C. Jaros

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam C Jaros's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

SIERRA INVESTMENT MANAGEMENT, LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

FIFTH THIRD SECURITIES, INC.

NATCITY INVESTMENTS, INC.

CUNA BROKERAGE SERVICES, INC.

CHARLES SCHWAB & CO., INC.

NATCITY INVESTMENTS, INC.

EDWARD JONES

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/17/2023

Series 66

Date: 11/22/2005

Series 7TO

Date: 8/12/2022

SIE

Date: 10/1/2018

Series 7

Date: 7/29/1998

Series 10

Date: 4/4/2023

Series 9

Date: 2/21/2023

Series 24

Date: 8/12/2022

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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