Jonathan Mcallister
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SILVER SPRING, MD
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CRD#: 4837015
Professional summary
Jonathan Mcallister, CFP®, who also goes by Jonathan Mcallister Spilman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Silver Spring, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Bethesda, Maryland.
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 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Biography
I use 17 years of experience to advocate for the goals of high net worth individuals, families and businesses. My objective is to provide timely and thoughtful financial guidance to aide in the growth, development and protection of wealth.
Question & Answer
What are your service offerings?
Tax Planning
Insurance Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jonathan Mcallister Spilman
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 Mcallister'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: 2012
Education
George Washington University
Master of Business Administration (MBA) - Business
2010
Dickinson College
Bachelor of Arts (BA) - International Business and Spanish
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7501 Wisconsin Ave Suite 1340, Bethesda, MD 20814RIA
CRD#: 104555
SILVER SPRING, MD
Current
March 11, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7501 Wisconsin Avenue Suites 150w & 700w, Bethesda, MD 20814BD
CRD#: 7784
Bethesda, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SILVER SPRING, MD
Past
March 17, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BETHESDA, MD
Past
November 29, 2005 - March 2, 2010
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
WASHINGTON, DC
Past
November 8, 2004 - March 2, 2010
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
WASHINGTON, DC
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
Arizona(10/8/2021)
RR
California(8/21/2013)
RR
Colorado(7/5/2019)
RR
Connecticut(9/18/2014)
RR
Delaware(3/11/2010)
RR
District of Columbia(3/11/2010)
RR
Florida(1/3/2011)
RR
Hawaii(9/9/2022)
RR
Idaho(5/6/2025)
RR
Illinois(8/15/2017)
RR
Indiana(11/18/2010)
RR
Kentucky(8/15/2017)
RR
Louisiana(7/19/2024)
RR
Maine(9/29/2023)
RR
Maryland(3/11/2010)
IAR
Maryland(3/31/2025)
RR
Massachusetts(11/6/2015)
RR
Mississippi(4/23/2020)
RR
Missouri(12/12/2024)
RR
Nevada(4/23/2020)
RR
New Hampshire(4/9/2021)
RR
New Jersey(8/15/2017)
RR
New York(8/15/2017)
RR
North Carolina(3/12/2010)
RR
Oregon(8/15/2017)
RR
Pennsylvania(3/11/2010)
RR
South Carolina(5/8/2020)
RR
South Dakota(5/15/2025)
RR
Tennessee(10/8/2021)
RR
Texas(8/15/2017)
IAR
Texas(3/31/2025)
RR
Utah(8/15/2017)
RR
Vermont(3/2/2024)
RR
Virginia(3/11/2010)
RR
Washington(4/23/2020)
RR
West Virginia(3/11/2010)
RR
Wisconsin(8/8/2020)
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
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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#: 104555Silver Spring, MDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
