Joseph S. Jackson
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LOS ANGELES, CA 90024
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CRD#: 5833704
Professional summary
Joseph S. Jackson, CFP®, who also goes by Joseph S Jackson, Joseph Stephen Jackson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Los Angeles, California and FIDELITY BROKERAGE SERVICES LLC located in Santa Monica, California.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Joseph has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I am a forward-thinking Certified Financial Planner who is dedicated to helping my clients improve their lives via comprehensive wealth planning at Fidelity. I take as much time and care as necessary with each and every person I work with to try to fully understand their situation, what is important to them, and what they need help with in order to provide catered, non-biased guidance and real, tangible action steps that they can immediately put to use.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph S Jackson | Joseph Stephen Jackson
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.
OAA#: 53401 | Org Name:Joseph Jackson | Org Addr:Los Angeles, CA, US | Nature of Bus:Real estate | Invst Rel:Y | Title:Owner | Duties:Buying, selling, renting, marketing, managing, improving properties in my portfolio. | Start Dt:07/02/2007 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Joseph S. Jackson'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®
Education
University of Cincinnati
Bachelor of Business Administration - Finance, Commercial Real Estate
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 10920 Wilshire Boulevard, Los Angeles, CA 90024Office #2: 1200 Wilshire Blvd, Santa Monica, CA 90403-5407RIA
CRD#: 104555
LOS ANGELES, CA
Current
October 26, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1200 Wilshire Blvd, Santa Monica, CA 90403-5407BD
CRD#: 7784
Santa Monica, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LOS ANGELES, CA
Past
January 12, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SANTA MONICA, CA
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(9/17/2019)
RR
Arizona(11/9/2010)
RR
California(11/9/2010)
IAR
California(3/31/2025)
RR
Colorado(7/12/2018)
RR
Delaware(12/16/2020)
RR
District of Columbia(4/9/2021)
RR
Florida(11/9/2010)
RR
Georgia(11/9/2010)
RR
Hawaii(3/25/2023)
RR
Kansas(9/17/2019)
RR
Louisiana(9/17/2019)
RR
Maryland(1/4/2019)
RR
Massachusetts(8/21/2017)
RR
Missouri(9/18/2020)
RR
Nevada(11/9/2010)
RR
New Hampshire(9/17/2019)
RR
New Jersey(11/9/2010)
RR
New York(9/17/2019)
RR
Ohio(9/23/2022)
RR
Oregon(9/17/2019)
RR
Pennsylvania(1/7/2022)
RR
Puerto Rico(1/3/2020)
RR
South Carolina(10/8/2021)
RR
Tennessee(4/2/2021)
RR
Texas(1/4/2019)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Vermont(11/9/2010)
RR
Virginia(2/12/2021)
RR
Washington(7/12/2018)
RR
Wisconsin(3/4/2020)
RR
Wyoming(11/16/2022)
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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Los Angeles, CA 90024TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
