Jasdeep S. Grewal
STRATEGIC ADVISERS LLC | Financial Consultant
COLUMBIA, MD 21044-2675
Some features on this profile are disabled
CRD#: 6814217
Professional summary
Jasdeep Singh Grewal, who also goes by Jasdeep Singh Grewal, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Columbia, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Columbia, Maryland.
Jasdeep is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jasdeep has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I collaborate with individuals and families to create financial plans that meet their unique needs. My process starts with forming strong relationships, as we employ a strategic approach to investment decisions. I value my clients and work hard to maintain a deep level of trust, reliability and competency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jasdeep Singh Grewal
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#: 65990 | Org Name:Cerdified LLC | Org Addr:Elkridge, MD, US | Nature of Bus:Digital Strategy Consulting for small-businesses | Invst Rel:N | Title:Founder/CEO (No official title) | Duties:Provide marketing and consulting services to small-businesses in the area. | Start Dt:01/01/2019 | Total Hrs p/m:40 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Jasdeep Singh Grewal'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®
NoneEducation
University of Maryland
Bachelor's - Economics
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 10101 Twin Rivers Rd, Columbia, MD 21044-2675RIA
CRD#: 104555
COLUMBIA, MD
Current
July 20, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10101 Twin Rivers Rd., Columbia, MD 21044BD
CRD#: 7784
Columbia, MD
Past
July 22, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COLUMBIA, MD
Past
September 11, 2018 - July 18, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
North Bethesda, MD
Past
September 7, 2018 - July 18, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
North Bethesda, MD
Past
August 17, 2018 - July 18, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
North Bethesda, MD
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(2/12/2021)
RR
Colorado(2/12/2021)
RR
Connecticut(10/22/2025)
RR
Delaware(8/26/2025)
RR
District of Columbia(7/20/2020)
RR
Florida(7/20/2020)
RR
Maryland(7/20/2020)
IAR
Maryland(3/31/2025)
RR
Massachusetts(2/12/2021)
RR
Michigan(2/12/2021)
RR
Montana(2/12/2021)
RR
New Jersey(2/12/2021)
RR
New Mexico(10/27/2025)
RR
New York(2/12/2021)
RR
Oregon(2/12/2021)
RR
Pennsylvania(7/20/2020)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Virginia(7/20/2020)
RR
West Virginia(7/20/2020)
RR
Wisconsin(2/12/2021)
Exams
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Financial ConsultantCRD#: 104555Columbia, MD 21044-2675TRUST BUT VERIFY
Monitor Jasdeep Grewal
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
