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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

JONATHAN POPE

Advisor at STRATEGIC ADVISERS LLC

FUQUAY VARINA, NC | DURHAM, NC

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Search this name across graphsid dfx:ria:050d00b2-4f30-836a-045e-18665007c9ae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 8, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 8, 2017
First registration: Feb 8, 2017
Dual registered: yes, broker-dealer
Other names: JONATHAN BLAKE POPE
IAPD individual key: 4171093

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	DURHAM, NC\|FUQUAY VARINA, NC	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 29, 2022	Mar 31, 2025	no	DURHAM, NC	Previous registration
FORTRESS PRIVATE LEDGER, LLC	Independent wealth	Oct 26, 2018	Oct 25, 2021	no	RALEIGH, NC\|Raleigh, NC	Previous registration
WOODBRIDGE ADVISORS	n/a	Apr 28, 2018	Oct 12, 2018	no	Fuquay Varina, NC\|HOLLY SPRINGS, NC	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Feb 8, 2017	Mar 9, 2018	no	SAINT LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
FORTRESS PRIVATE LEDGER, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 25, 2021	Mar 29, 2022	155	Firm change	RIA to ibd
WOODBRIDGE ADVISORS	FORTRESS PRIVATE LEDGER, LLC	Oct 12, 2018	Oct 26, 2018	14	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	WOODBRIDGE ADVISORS	Mar 9, 2018	Apr 28, 2018	50	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 29, 2022 to Mar 31, 2025factForm ADV
→ FORTRESS PRIVATE LEDGER, LLCRegistered adviserregistration: previous registration
Oct 26, 2018 to Oct 25, 2021factForm ADV
→ WOODBRIDGE ADVISORSRegistered adviserregistration: previous registration
Apr 28, 2018 to Oct 12, 2018factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Feb 8, 2017 to Mar 9, 2018factForm ADV

Dated events

No dated event names this entity yet.