Jason E. Bures
STRATEGIC ADVISERS LLC | Financial Consultant
SPRING HILL, TN
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CRD#: 4203741
Professional summary
Jason Edward Bures, who also goes by Jason Edward Bures, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Spring Hill, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Franklin, Tennessee.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
As your Financial Consultant, I will partner with you to understand your goals and help you build a financial plan that is customized to meet your unique needs. I believe in focusing on your needs and strive to maintain a deep level of trust, reliability and competency. Together, we will leverage all the tools and resources Fidelity has to offer, to help you pursue your financial hopes and dreams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Edward Bures
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Edward Bures'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
University of South Dakota
Master of Accountancy - Accounting
2004
University of South Dakota
Bachelor of Accountancy - Accounting
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939RIA
CRD#: 104555
SPRING HILL, TN
Current
July 27, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4031 Aspen Grove Drive Suite 490, Franklin, TN 37067BD
CRD#: 7784
Franklin, TN
Past
August 25, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FRANKLIN, TN
Past
January 15, 2019 - March 20, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
SPRING HILL, TN
Past
January 14, 2019 - March 20, 2020
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
Past
August 31, 2017 - April 25, 2018
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
Murfreesboro, TN
Past
November 10, 2014 - May 31, 2017
SAMMONS FINANCIAL NETWORK, LLC
BD
CRD#: 158538
WEST DES MOINES, IA
Past
April 11, 2005 - June 6, 2011
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
SIOUX FALLS, SD
Past
June 26, 2000 - April 13, 2005
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
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(7/27/2020)
RR
Arizona(1/6/2024)
RR
Colorado(7/12/2024)
RR
Florida(7/27/2020)
RR
Georgia(8/29/2022)
RR
Illinois(1/7/2026)
RR
Kentucky(1/3/2025)
RR
Massachusetts(1/7/2026)
RR
Michigan(9/9/2022)
RR
Missouri(1/7/2026)
RR
New Mexico(6/23/2025)
RR
North Carolina(5/19/2023)
RR
Oklahoma(9/9/2022)
RR
Pennsylvania(9/9/2022)
RR
South Carolina(5/19/2023)
RR
Tennessee(7/27/2020)
IAR
Tennessee(3/31/2025)
RR
Texas(5/14/2021)
IAR
Texas(3/31/2025)
RR
Washington(1/6/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/13/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product 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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Spring Hill, TNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
