Jonas R. Harley
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
SPARTANBURG, SC
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CRD#: 6720532
Professional summary
Jonas R. Harley, CFP®, who also goes by Jonas Robert Harley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Spartanburg, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Jonas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jonas has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.
Biography
I'm a CERTIFIED FINANCIAL PLANNER™ professional who is dedicated to collaborating with Novartis and Alcon executives, and their families, to build financial plans that reflect their needs, values, and goals. My goal is to genuinely connect with my clients through integrity, empathy, and expertise.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonas Robert Harley
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-101997|OrgNmn:Abner Creek Baptist Church|Org Addr:Greer,South Caro,US|OBA Nature:Church|Invst Rel:N|Title:Treasuer|Duties:Various, please see supporting documents|StrtDt:09-01-23|TotHrs/mon:8|TrdHrs/mon:2|
CRS (Client Relationship Summary) - RIA
Click below to view Jonas R. Harley'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
College for Financial Planning
Master of Science (MS) - Personal Financial Planning
2021
Bob Jones University
Bachelor of Arts (BA) - Theology
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SPARTANBURG, SC
Current
November 28, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
November 5, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SPARTANBURG, SC
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(1/10/2017)
RR
Alaska(1/10/2017)
RR
Arizona(1/10/2017)
RR
Arkansas(1/10/2017)
RR
California(1/10/2017)
RR
Colorado(1/10/2017)
RR
Connecticut(1/10/2017)
RR
Delaware(1/10/2017)
RR
District of Columbia(1/10/2017)
RR
Florida(1/10/2017)
RR
Georgia(1/10/2017)
RR
Hawaii(1/10/2017)
RR
Idaho(1/10/2017)
RR
Illinois(1/10/2017)
RR
Indiana(1/10/2017)
RR
Iowa(1/10/2017)
RR
Kansas(1/10/2017)
RR
Kentucky(1/10/2017)
RR
Louisiana(1/10/2017)
RR
Maine(1/10/2017)
RR
Maryland(1/10/2017)
RR
Massachusetts(1/10/2017)
RR
Michigan(1/10/2017)
RR
Minnesota(1/10/2017)
RR
Mississippi(1/10/2017)
RR
Missouri(1/10/2017)
RR
Montana(1/10/2017)
RR
Nebraska(1/10/2017)
RR
Nevada(1/10/2017)
RR
New Hampshire(12/5/2016)
RR
New Jersey(1/10/2017)
RR
New Mexico(1/10/2017)
RR
New York(1/10/2017)
RR
North Carolina(1/11/2017)
RR
North Dakota(1/10/2017)
RR
Ohio(1/11/2017)
RR
Oklahoma(1/10/2017)
RR
Oregon(1/10/2017)
RR
Pennsylvania(1/10/2017)
RR
Puerto Rico(1/10/2017)
RR
Rhode Island(1/10/2017)
RR
South Carolina(1/10/2017)
IAR
South Carolina(3/31/2025)
RR
South Dakota(1/10/2017)
RR
Tennessee(1/10/2017)
RR
Texas(1/10/2017)
IAR
Texas(3/31/2025)
RR
Utah(1/10/2017)
RR
Vermont(1/10/2017)
RR
Virgin Islands(2/6/2020)
RR
Virginia(1/10/2017)
RR
Washington(1/10/2017)
RR
West Virginia(1/10/2017)
RR
Wisconsin(1/10/2017)
RR
Wyoming(1/10/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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, Executive Planning ConsultantCRD#: 104555Spartanburg, SCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
