JASON BO is an investment adviser representative (IAR) with state registration records since 2021, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-08-24 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | 2022-06-23 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2021-09-29 | 2022-06-23 | — |
| TD AMERITRADE, INC. | 2021-09-29 | 2022-06-23 | — |