Jason J. Marchant
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
MARANA, AZ
Some features on this profile are disabled
CRD#: 3129505
Professional summary
Jason Joe Marchant, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marana, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Tucson, Arizona.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jason has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.
Biography
As a Wealth Management Advisor, I partner with you and your family to understand your goals and help you build personalized wealth strategies. I coordinate the input and involvement of a team of specialists, including an Investment Manager, Planning Consultant, and members of the Advanced Planning team as I strive to deliver competent and reliable service for you and your family.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Joe Marchant'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 Utah
Bachelor of Arts (BA) - Economics
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106RIA
CRD#: 104555
MARANA, AZ
Current
October 23, 1998 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3001 E. Skyline Drive Suite 255, Tucson, AZ 85718BD
CRD#: 7784
Tucson, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TUCSON, AZ
Past
March 14, 2001 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TUCSON, AZ
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(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(1/6/1999)
IAR
Arizona(3/31/2025)
RR
Arkansas(11/17/2020)
RR
California(11/17/2020)
RR
Colorado(1/2/2004)
RR
Connecticut(11/17/2020)
RR
Delaware(11/17/2020)
RR
District of Columbia(11/17/2020)
RR
Florida(5/19/2015)
RR
Georgia(5/16/2016)
RR
Hawaii(5/16/2016)
RR
Idaho(11/17/2020)
RR
Illinois(11/17/2020)
RR
Indiana(1/2/2015)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(11/17/2020)
RR
Michigan(11/17/2020)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(11/17/2020)
RR
New Hampshire(11/17/2020)
RR
New Jersey(11/17/2020)
RR
New Mexico(1/2/2004)
IAR
New Mexico(3/31/2025)
RR
New York(9/15/2014)
RR
North Carolina(11/17/2020)
RR
North Dakota(4/29/2011)
RR
Ohio(11/4/1998)
RR
Oklahoma(11/17/2020)
RR
Oregon(5/27/2009)
RR
Pennsylvania(1/2/2015)
RR
Puerto Rico(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(5/16/2016)
RR
Texas(6/9/2009)
IAR
Texas(3/31/2025)
RR
Utah(10/30/1998)
IAR
Utah(3/31/2025)
RR
Vermont(11/17/2020)
RR
Virgin Islands(11/17/2020)
RR
Virginia(4/15/2011)
RR
Washington(11/17/2020)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(5/19/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Vice President Private Wealth Management AdvisorCRD#: 104555Marana, AZTRUST BUT VERIFY
Monitor Jason Marchant
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
