Jason C. Smoot

STRATEGIC ADVISERS LLC

ASHBURN, VA

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CRD#: 4293503

Professional summary

Jason C. Smoot, who also goes by Jason C Smoot, Jason Charles Smoot, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ashburn, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Reston, Virginia.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jason has worked at 14 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason C Smoot | Jason Charles Smoot

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.

Name of Outside Business:n/a; Investment Related:No; Address of Outside Business:Greenwood, SC; Nature of Outside Business:Rental Property; Position:Owner; Start Date:1/1/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: None. A property management company manages this property for a fee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason C. Smoot'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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11957 Democracy Drive, Reston, VA 20190

RIA

CRD#: 104555

ASHBURN, VA

Current

June 16, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11957 Democracy Drive, Reston, VA 20190

CRD#: 7784

Reston, VA

Past

July 17, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

RESTON, VA

Past

January 31, 2022 - May 13, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Reston, VA

Past

January 26, 2022 - May 13, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Reston, VA

Past

December 19, 2018 - May 13, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

RESTON, VA

Past

December 18, 2018 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

RESTON, VA

Past

December 17, 2018 - May 13, 2023

TD AMERITRADE, INC.

CRD#: 7870

RESTON, VA

Past

March 23, 2016 - November 29, 2018

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

March 22, 2016 - November 29, 2018

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

OWINGS MILLS, MD

Past

October 30, 2014 - July 2, 2015

QP CONSULTING

RIA

CRD#: 129601

ASHBURN, VA

Past

September 28, 2012 - October 20, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MCLEAN, VA

Past

September 28, 2012 - October 20, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MCLEAN, VA

Past

December 12, 2011 - September 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VIENNA, VA

Past

October 11, 2011 - September 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VIENNA, VA

Past

February 2, 2009 - April 6, 2011

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

ASHBURN, VA

Past

October 3, 2007 - September 26, 2008

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CRD#: 43261

EL DORADO HILLS, CA

Past

August 12, 2005 - January 13, 2009

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

BETHESDA, MD

Past

February 2, 2001 - January 13, 2009

PRINCIPAL SECURITIES, INC.

CRD#: 1137

BETHESDA, MD

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

Alabama
(6/29/2023)

California
(1/6/2025)

Delaware
(7/25/2023)

District of Columbia
(6/23/2023)

Florida
(6/29/2023)

Georgia
(5/22/2025)

Hawaii
(6/30/2023)

Idaho
(8/16/2023)

Illinois
(1/8/2025)

Kentucky
(1/6/2025)

Maryland
(6/23/2023)

Michigan
(7/25/2023)

Montana
(6/29/2023)

New Jersey
(11/3/2023)

New York
(5/22/2025)

North Carolina
(6/27/2023)

Oklahoma
(9/12/2024)

Oregon
(9/18/2025)

Pennsylvania
(6/29/2023)

South Carolina
(6/20/2023)

Texas
(6/16/2023)

IAR

Texas
(3/31/2025)

Utah
(5/22/2025)

Virginia
(6/16/2023)

IAR

Virginia
(3/31/2025)

West Virginia
(7/6/2023)

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

IAR

Series 66

Date: 12/9/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/12/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2001

General Securities Representative 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

Jason C. Smoot

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason C. Smoot's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

QP CONSULTING

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EMPOWER FINANCIAL SERVICES, INC.

PRINCIPAL FUNDS DISTRIBUTOR, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2011

Series 63

Date: 3/12/2001

SIE

Date: 10/1/2018

Series 7

Date: 2/1/2001

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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