JASON ELLIS is an investment adviser representative (IAR) with state registration records since 2012, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-11-11 | 2025-03-31 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2020-01-21 | 2020-10-23 | — |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | 2018-11-21 | 2020-01-08 | — |
| CHARLES SCHWAB & CO., INC. | 2015-12-24 | 2018-11-21 | — |
| LPL FINANCIAL LLC | 2015-03-24 | 2015-12-03 | — |
| SANTANDER SECURITIES LLC | 2013-04-04 | 2015-03-05 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-06-09 | 2013-03-05 | — |