# JASON ELLIS

JASON ELLIS is an investment adviser representative (IAR) with state registration records since 2012, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-11-11 | 2025-03-31 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2020-01-21 | 2020-10-23 | — |
| [TRANSAMERICA RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/107319) | 2018-11-21 | 2020-01-08 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2015-12-24 | 2018-11-21 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2015-03-24 | 2015-12-03 | — |
| [SANTANDER SECURITIES LLC](https://search.stillhousedata.com/firm/41791) | 2013-04-04 | 2015-03-05 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-06-09 | 2013-03-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5978422)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5978422.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.