David R. Jasper
STRATEGIC ADVISERS LLC | Market Leader
INDIANAPOLIS, IN
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CRD#: 3053804
Professional summary
David R Jasper, CFP®, who also goes by David Robert Jasper, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Indianapolis, Indiana and FIDELITY BROKERAGE SERVICES LLC located in Carmel, Indiana.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. David has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I lead a team of Financial professionals whose main focus is to provide a differentiated client experience. My role is to inspire, engage and motivate our people to realize their full potential. I am committed to an environment of exceptional associate effort leading to exceptional client experiences.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Robert Jasper
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.
OBA-6649|OrgNmn:UJP Agriventures|Org Addr:Davao,Phillippin,PH|OBA Nature:Producer of tissue cultured ba|Invst Rel:N|Title:Chairman|Duties:Oversight, financial support|StrtDt:06-20-16|TotHrs/mon:10|TrdHrs/mon:0|OBA-98987|OrgNmn:Jasper Career Coaching |Org Addr:St Johns ,Florida,US|OBA Nature:Career Coaching |Invst Rel:Y|Title:Sole Proprietor|Duties:Coaching people on navigating their career |StrtDt:07-10-23|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view David R Jasper's 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®
Education
University if North Monroe
Master of Arts - Communications
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612Office #3: 8480 Keystone Crossing, Indianapolis, IN 46240-2437RIA
CRD#: 104555
INDIANAPOLIS, IN
Current
June 12, 1998 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 14405 Clay Terrace Blvd. Suite 150, Carmel, IN 46032Office #2: 8480 Keystone Crossing Blvd, Indianapolis, IN 46240BD
CRD#: 7784
Carmel, IN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
INDIANAPOLIS, IN
Past
January 14, 2003 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Florida(11/8/2012)
IAR
Florida(3/31/2025)
RR
Indiana(6/21/2021)
IAR
Indiana(3/31/2025)
RR
Massachusetts(3/26/2020)
RR
Texas(3/26/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/26/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
