Jason J. Litwin
STRATEGIC ADVISERS LLC | Investment Consultant
HENDERSON, NV
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CRD#: 7073531
Professional summary
Jason J. Litwin, CFP®, who also goes by Jason John Litwin, Jason Litwin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Henderson, Nevada and FIDELITY BROKERAGE SERVICES LLC located in Henderson, Nevada.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jason has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As an Investment Consultant I take pride in prudently guiding my clients through the ever-changing financial industry and markets. My aim is to understand and partner closely with each of my clients; identifying what is most important to them and how we can leverage Fidelity's massive pool of resources to plan for their individual objectives while working towards financial peace of mind.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason John Litwin | Jason Litwin
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.
UpWork.com - Not Investment Related - 6725 York Ave S #602 Edina, Minnesota 55435 - Freelance Work - Freelance Writing/Data Entry - 04/26/2021 -20 to 40 hours a month - 0 hours during securities trading hours - I have created a profile and am beginning to work on the side of Schwab through UpWork. This website offers freelance, contract opportunities to work on thing such as Copywriting, Graphic Design, Data Entry, Website Design/Maintenance, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Jason J. Litwin'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 Nevada, Reno
Bachelor of Science (BS) - Economics
2017
University of Nevada, Reno
Bachelor of Science (BS) - Finance
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2225 Village Walk Drive Shops At Green Valley Ranch Ste, Henderson, NV 89052-5680RIA
CRD#: 104555
HENDERSON, NV
Current
August 22, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2225 Village Walk Drive, Ste 199 Shops At Green Valley Ranch, Henderson, NV 89052BD
CRD#: 7784
Henderson, NV
Past
September 14, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HENDERSON, NV
Past
September 16, 2019 - July 7, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Edina, MN
Past
August 16, 2019 - July 7, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Edina, MN
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(2/5/2025)
RR
Alaska(8/30/2024)
RR
Arizona(4/13/2023)
RR
California(4/13/2023)
RR
Colorado(4/13/2023)
RR
Hawaii(12/18/2024)
RR
Illinois(2/5/2025)
RR
Kentucky(7/29/2025)
RR
Maryland(4/28/2025)
RR
Massachusetts(5/20/2024)
RR
Minnesota(1/9/2024)
RR
Nevada(8/22/2022)
IAR
Nevada(3/31/2025)
RR
New Jersey(5/21/2025)
RR
New Mexico(4/13/2023)
RR
New York(12/23/2024)
RR
Ohio(8/22/2024)
RR
Oregon(1/4/2025)
RR
Pennsylvania(12/11/2024)
RR
Tennessee(10/31/2025)
RR
Texas(9/3/2024)
IAR
Texas(3/31/2025)
RR
Utah(4/13/2023)
RR
Virginia(8/5/2024)
RR
Washington(7/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/16/2019
General Securities Representative ExaminationGeneral 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.
