Jonathan Harper
CFP®Professional Summary
Jonathan Harper, CFP®, who also goes by Jonathan Russell Harper, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ocala, Florida and FIDELITY BROKERAGE SERVICES LLC located in The Villages, Florida. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Tax Planning
- Investment Planning
- Retirement Income Management
- Insurance Planning
- Business Succession Planning
- Comprehensive Financial Planning
- Estate Planning
- Social Security Planning
Biography
Investors choose to work with Fidelity for the same reasons I did: Fidelitys trusted brand, ethics and effective investment options. Investors choose to work with me because of my experience, integrity and dedication toward helping them pursue their financial goals.
Other Aliases
Jonathan Russell Harper
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
Education
University of Florida
Business, Master of Business Administration (MBA)
Business, Master of Business Administration (MBA)
2013
University of Miami
Economics and Motion Picture, Bachelor of Science (BS)
Economics and Motion Picture, Bachelor of Science (BS)
2003
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Current Firm
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
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
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
State Registrations and Notice Filings
(2/27/2014)
(3/21/2019)
(4/23/2020)
(6/4/2021)
(3/21/2019)
(1/26/2011)
(3/31/2025)
(4/23/2019)
(2/3/2026)
(2/12/2021)
(3/3/2016)
(1/26/2011)
(3/29/2019)
(3/28/2016)
(3/4/2016)
(1/25/2011)
(1/25/2011)
(3/28/2011)
(3/21/2019)
(1/8/2019)
(4/9/2020)
(10/4/2019)
(1/25/2011)
(1/6/2016)
(1/26/2011)
(3/7/2016)
(3/6/2023)
(3/4/2016)
(3/4/2016)
(4/23/2020)
(8/8/2020)
(10/4/2019)
(3/17/2016)
(3/31/2025)
(2/9/2023)
(8/13/2021)
(5/2/2016)
(1/7/2019)
(5/2/2017)
(1/26/2011)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2004About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2014About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2014About the Series 9 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Harper's CRS (Customer Relationship Summary).
Services Offered by Jonathan
- Retirement Planning
- Tax Planning
- Investment Planning
- Retirement Income Management
- Insurance Planning
- Business Succession Planning
- Comprehensive Financial Planning
- Estate Planning
- Social Security Planning
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