Jason C. Medoff
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MILFORD, CT
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CRD#: 5892014
Professional summary
Jason Coyle Medoff, CFP®, who also goes by Jason Coyle Medoff, Jason Medoff, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Milford, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Fairfield, Connecticut.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Certified Financial Planner™, I partner with my clients to create personalized financial plans for retirement and other life events. Together with my team, our goal is to help you work toward financial security and comfort by fully understanding your goals and what's most important to you.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Coyle Medoff | Jason Medoff
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 Jason Coyle Medoff'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
Merrimack College
Bachelor of Science (BS) - Finance
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1261 Post Road, Fairfield, CT 06824-6072RIA
CRD#: 104555
MILFORD, CT
Current
March 10, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1261 Post Road, Fairfield, CT 06824BD
CRD#: 7784
Fairfield, CT
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FAIRFIELD, CT
Past
March 16, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FAIRFIELD, CT
Past
May 21, 2012 - March 10, 2017
PEOPLE'S SECURITIES, INC.
RIA
CRD#: 13704
COS COB, CT
Past
March 14, 2011 - March 10, 2017
PEOPLE'S SECURITIES, INC.
BD
CRD#: 13704
COS COB, CT
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
California(8/21/2018)
RR
Colorado(8/21/2018)
RR
Connecticut(3/10/2017)
IAR
Connecticut(3/31/2025)
RR
Delaware(8/8/2020)
RR
District of Columbia(4/23/2020)
RR
Florida(3/10/2017)
RR
Georgia(6/4/2025)
RR
Illinois(5/6/2022)
RR
Maine(3/4/2022)
RR
Maryland(7/12/2018)
RR
Massachusetts(3/10/2017)
RR
New Hampshire(3/10/2017)
RR
New Jersey(3/10/2017)
RR
New York(3/10/2017)
RR
North Carolina(7/12/2018)
RR
Pennsylvania(7/12/2018)
RR
Rhode Island(3/10/2017)
RR
South Carolina(7/12/2018)
RR
Tennessee(8/21/2018)
RR
Texas(3/10/2017)
IAR
Texas(3/31/2025)
RR
Vermont(3/10/2017)
RR
Virginia(6/6/2018)
RR
Washington(1/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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#: 104555Milford, CTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
