JK
Jason Kuhn
STRATEGIC ADVISERS LLC
RALEIGH, NC 27612-3859
Some features on this profile are disabled
CRD#: 7230839
JK
Professional summary
Jason Kuhn is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Raleigh, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jason has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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-116809|OrgNmn:Jason Kuhn - Sole Proprietor|Org Addr:Raleigh,North Caro,US|OBA Nature:Sports Referee|Invst Rel:N|Title:Referee|Duties:Sports Referee|StrtDt:03-13-25|TotHrs/mon:12|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jason Kuhn'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859Office #2: 100 New Millennium Way, Durham, NC 27709RIA
CRD#: 104555
RALEIGH, NC
Current
April 8, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 New Millennium Way, Durham, NC 27709BD
CRD#: 7784
Durham, NC
Past
April 20, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DURHAM, NC
Past
January 7, 2021 - February 18, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
RALEIGH, NC
Past
December 7, 2020 - February 18, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
RALEIGH, NC
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(4/8/2022)
RR
Alaska(4/8/2022)
RR
Arizona(4/8/2022)
RR
Arkansas(4/8/2022)
RR
California(4/8/2022)
RR
Colorado(4/8/2022)
RR
Connecticut(4/8/2022)
RR
Delaware(4/8/2022)
RR
District of Columbia(4/8/2022)
RR
Florida(4/8/2022)
RR
Georgia(4/8/2022)
RR
Hawaii(4/8/2022)
RR
Idaho(4/8/2022)
RR
Illinois(4/8/2022)
RR
Indiana(4/8/2022)
RR
Iowa(4/8/2022)
RR
Kansas(4/8/2022)
RR
Kentucky(4/8/2022)
RR
Louisiana(4/8/2022)
RR
Maine(4/8/2022)
RR
Maryland(4/8/2022)
RR
Massachusetts(4/8/2022)
RR
Michigan(4/8/2022)
RR
Minnesota(4/8/2022)
RR
Mississippi(4/8/2022)
RR
Missouri(4/8/2022)
RR
Montana(4/8/2022)
RR
Nebraska(4/8/2022)
RR
Nevada(4/8/2022)
RR
New Hampshire(4/8/2022)
RR
New Jersey(4/8/2022)
RR
New Mexico(4/8/2022)
RR
New York(4/8/2022)
RR
North Carolina(4/8/2022)
IAR
North Carolina(3/31/2025)
RR
North Dakota(4/8/2022)
RR
Ohio(4/8/2022)
RR
Oklahoma(4/8/2022)
RR
Oregon(4/8/2022)
RR
Pennsylvania(4/8/2022)
RR
Puerto Rico(4/8/2022)
RR
Rhode Island(4/8/2022)
RR
South Carolina(4/8/2022)
RR
South Dakota(4/8/2022)
RR
Tennessee(4/8/2022)
RR
Texas(4/8/2022)
IAR
Texas(3/31/2025)
RR
Utah(4/8/2022)
RR
Vermont(4/8/2022)
RR
Virgin Islands(4/8/2022)
RR
Virginia(4/8/2022)
RR
Washington(4/8/2022)
RR
West Virginia(4/8/2022)
RR
Wisconsin(4/8/2022)
RR
Wyoming(4/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/4/2020
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
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
CRD#: 104555Raleigh, NC 27612-3859TRUST BUT VERIFY
Monitor Jason Kuhn
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
