Jayson T. Hanagan
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
CHESTERFIELD, MO
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CRD#: 3181442
Professional summary
Jayson Thomas Hanagan, who also goes by Jayson Thomas Hanagan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chesterfield, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Chesterfield, Missouri.
Jayson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jayson has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 4 and Series 24 exams.
Biography
After my US Air Force career, I held many roles in the Financial Services industry. I decided to transition back to what I enjoy most, helping individual investors. As your Wealth Planner, I will be your advocate and collaborate with you to help build a financial plan customized to your unique needs and goals. Forming strong relationships with my clients and their families is important to me and I work diligently to maintain a deep level of trust and reliability.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jayson Thomas Hanagan
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.
OAA#: 62640 | Org Name:Beaver Brothers Tree Service LLC | Org Addr:Saint Louis, MO, US | Nature of Bus:Residential and Commercial Tree Service (i.e. tree removal, pruning, trimming, and stump grinding) | Invst Rel:N | Title:Co-Owner and Operator | Duties:Residential and Commercial Tree Service (i.e. tree removal, pruning, trimming, and stump grinding) | Start Dt:10/01/2018 | Total Hrs p/m:40 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Jayson Thomas Hanagan'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®
NoneEducation
Wayland Baptist University
Bachelor of Science in Occupational Education - Business Administration
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16090 Swingley Ridge Rd Ste 100, Chesterfield, MO 63017-2064RIA
CRD#: 104555
CHESTERFIELD, MO
Current
October 14, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064BD
CRD#: 7784
Chesterfield, MO
Past
November 15, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHESTERFIELD, MO
Past
March 5, 2019 - July 9, 2019
COMMERCE BROKERAGE SERVICES, INC.
RIA
CRD#: 17140
CLAYTON, MO
Past
March 1, 2019 - July 9, 2019
COMMERCE BROKERAGE SERVICES, INC.
BD
CRD#: 17140
CLAYTON, MO
Past
March 8, 2018 - April 2, 2018
TD AMERITRADE, INC.
RIA
CRD#: 7870
ST. LOUIS, MO
Past
March 8, 2018 - April 2, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
SAINT LOUIS, MO
Past
February 26, 2018 - April 2, 2018
TD AMERITRADE, INC.
BD
CRD#: 7870
ST. LOUIS, MO
Past
June 16, 2016 - March 12, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
February 14, 2003 - February 26, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
ST LOUIS, MO
Past
November 10, 1999 - October 1, 2002
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
February 9, 1999 - October 19, 1999
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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
Alabama(5/31/2022)
RR
California(4/21/2021)
RR
Colorado(8/16/2021)
RR
Connecticut(7/3/2024)
RR
Florida(7/20/2020)
RR
Hawaii(1/10/2024)
RR
Illinois(10/28/2019)
RR
Indiana(11/18/2020)
RR
Iowa(12/20/2021)
RR
Kansas(4/12/2021)
RR
Maryland(1/10/2024)
RR
Massachusetts(11/18/2020)
RR
Michigan(4/6/2021)
RR
Mississippi(1/4/2024)
RR
Missouri(10/16/2019)
IAR
Missouri(3/31/2025)
RR
Nebraska(12/12/2023)
RR
Nevada(8/11/2021)
RR
New Hampshire(9/3/2020)
RR
New Jersey(12/10/2021)
RR
New York(1/10/2024)
RR
Ohio(4/24/2020)
RR
Oregon(2/18/2021)
RR
Pennsylvania(3/7/2022)
RR
Rhode Island(6/20/2023)
RR
Tennessee(6/14/2021)
RR
Texas(8/21/2020)
IAR
Texas(3/31/2025)
RR
Washington(5/19/2023)
RR
West Virginia(11/7/2024)
RR
Wisconsin(3/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Chesterfield, MOTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
