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JB

Jason Bryant

STRATEGIC ADVISERS
GREENVILLE, SC
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CRD#: 5608607
JB
Jason BryantSTRATEGIC ADVISERS

Professional summary

Jason Bryant, AIF®, who also goes by Jason Jennings Bryant, Jason Bryant, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Greenville, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Greenville, South Carolina.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Jason Jennings Bryant | Jason Bryant

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.

Blog Corner

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CRS (Client Relationship Summary) - RIA

Click below to view Jason Bryant'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

August 20, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 210 South Main St, Greenville, SC 29601
RIA
CRD#: 104555
GREENVILLE, SC
Current

August 12, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 210 South Main St., Greenville, SC 29601
BD
CRD#: 7784
GREENVILLE, SC
Past

July 7, 2016 - October 14, 2024

INVISTA ADVISORS

RIA
CRD#: 282899
MONTGOMERY, AL
Past

October 31, 2014 - July 7, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
MONTGOMERY, AL
Past

October 31, 2014 - October 25, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
MONTGOMERY, AL
Past

September 29, 2011 - November 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MONTGOMERY, AL
Past

September 29, 2011 - November 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MONTGOMERY, AL
Past

January 9, 2009 - October 3, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
MONTGOMERY, AL
Past

December 4, 2008 - October 3, 2011

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MONTGOMERY, AL

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
Georgia
(9/23/2025)
RR
New Jersey
(10/22/2025)
RR
North Carolina
(9/23/2025)
RR
South Carolina
(8/12/2025)
IAR
South Carolina
(8/20/2025)
RR
Virginia
(1/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/8/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2008
General Securities Representative Examination
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)
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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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Greenville, SC

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Contact information

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