Jonathan Harper
STRATEGIC ADVISERS | Vice President, Financial Consultant
OCALA, FL
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CRD#: 4724981
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 10 and Series 9 exams.
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.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Retirement Income Management
Insurance Planning
Business Succession Planning
Comprehensive Financial Planni...
Estate Planning
Social Security Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Jonathan Russell Harper
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 Jonathan Harper'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®
CFP®
Start date: 2009
Education
University of Florida
Master of Business Administration (MBA) - Business
2013
University of Miami
Bachelor of Science (BS) - Economics and Motion Picture
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1057 Lake Sumter Landing, The Villages, FL 32162RIA
CRD#: 104555
OCALA, FL
Current
January 24, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1057 Lake Sumter Landing, The Villages, FL 32162BD
CRD#: 7784
THE VILLAGES, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
THE VILLAGES, FL
Past
February 22, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
THE VILLAGES, FL
Past
June 25, 2008 - December 31, 2010
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
ORLANDO, FL
Past
October 2, 2007 - December 31, 2010
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
ORLANDO, FL
Past
March 12, 2004 - November 14, 2006
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WINTER PARK, 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
Alaska(2/27/2014)
RR
Arizona(3/21/2019)
RR
California(4/23/2020)
RR
Colorado(6/4/2021)
RR
Connecticut(3/21/2019)
RR
Florida(1/26/2011)
IAR
Florida(3/31/2025)
RR
Georgia(4/23/2019)
RR
Hawaii(2/3/2026)
RR
Idaho(2/12/2021)
RR
Illinois(3/3/2016)
RR
Indiana(1/26/2011)
RR
Iowa(3/29/2019)
RR
Kentucky(3/28/2016)
RR
Maine(3/4/2016)
RR
Maryland(1/25/2011)
RR
Massachusetts(1/25/2011)
RR
Michigan(3/28/2011)
RR
Minnesota(3/21/2019)
RR
Missouri(1/8/2019)
RR
Nevada(4/9/2020)
RR
New Hampshire(10/4/2019)
RR
New Jersey(1/25/2011)
RR
New Mexico(1/6/2016)
RR
New York(1/26/2011)
RR
North Carolina(3/7/2016)
RR
North Dakota(3/6/2023)
RR
Ohio(3/4/2016)
RR
Pennsylvania(3/4/2016)
RR
Rhode Island(4/23/2020)
RR
South Carolina(8/8/2020)
RR
Tennessee(10/4/2019)
RR
Texas(3/17/2016)
IAR
Texas(3/31/2025)
RR
Utah(2/9/2023)
RR
Vermont(8/13/2021)
RR
Virginia(5/2/2016)
RR
Washington(1/7/2019)
RR
West Virginia(5/2/2017)
RR
Wisconsin(1/26/2011)
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)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, Financial ConsultantCRD#: 104555Ocala, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
