Jonathan J. Hoskins
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
RIVERVIEW, FL
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CRD#: 5402921
Professional summary
Jonathan J Hoskins, CFP®, who also goes by Jonathan Judah Hoskins, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Riverview, Florida and FIDELITY BROKERAGE SERVICES LLC located in Tampa, Florida.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jonathan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I have over 10 years of financial services experience, and partner with clients to help them develop personalized plans to reach for their definition of financial success. My approach to wealth planning entails developing an in-depth understanding of your goals, needs, and priorities to help you implement a customized Wealth Management Strategy. With me you get access to the powerful resources of Fidelity, including industry leading technology, and our cost efficient investment platform.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Estate Planning
Retirement Planning
Employee and Employer Plan Ben...
Insurance Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Jonathan Judah Hoskins
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.
OBA-101395|OrgNmn:Ethan Motors LLC|Org Addr:St. Peters,Florida,US|OBA Nature:Turo Auto Leasing|Invst Rel:N|Title:Officer|Duties:Mainting the cars for lease to customers - refueling, cleaning, parking and mainteneance.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan J Hoskins'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
University of North Florida
Master of Business Administration (MBA) - Finance
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3000 Bayport Dr Ste 800, Tampa, FL 33607-8402RIA
CRD#: 104555
RIVERVIEW, FL
Current
November 9, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3000 Bayport Dr - Ste 800, Tampa, FL 33607-8402BD
CRD#: 7784
TAMPA, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TAMPA, FL
Past
December 21, 2009 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TAMPA, 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
Alabama(1/7/2019)
RR
California(9/20/2017)
RR
Colorado(9/19/2017)
RR
Connecticut(1/9/2017)
RR
Delaware(1/4/2025)
RR
Florida(11/9/2007)
IAR
Florida(3/31/2025)
RR
Georgia(11/20/2007)
RR
Illinois(3/13/2019)
RR
Louisiana(6/6/2024)
RR
Maryland(1/13/2021)
RR
Massachusetts(9/30/2019)
RR
New Hampshire(3/2/2024)
RR
New York(8/10/2020)
RR
North Carolina(11/20/2007)
RR
Ohio(1/7/2019)
RR
Oklahoma(3/2/2024)
RR
Pennsylvania(1/9/2017)
RR
South Carolina(1/11/2017)
RR
Tennessee(7/19/2024)
RR
Texas(11/20/2007)
IAR
Texas(3/31/2025)
RR
Washington(11/16/2020)
Exams
State Security Law Exam
State Security Law Exam
General 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
Vice President, Financial ConsultantCRD#: 104555Riverview, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
