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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

JASON LYONS

Advisor at STRATEGIC ADVISERS LLC

SAN DIEGO, CA | CARLSBAD, CA

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Search this name across graphsid dfx:ria:8795ec4b-8ea8-67be-31f8-75804e2e5c6a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2006 to Sep 14, 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: Oct 31, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom 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: S63|S66
First exam: Oct 31, 2005
First registration: Jun 6, 2006
Dual registered: yes, broker-dealer
Other names: JASON J LYONS|Jason Lyons
IAPD individual key: 2176378

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	SAN DIEGO, CA\|CARLSBAD, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 31, 2023	Mar 31, 2025	no	SAN DIEGO, CA	Previous registration
MORGAN STANLEY	Wirehouse	Mar 23, 2023	Aug 10, 2023	no	San Diego, CA\|PURCHASE, NY	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jan 24, 2008	Aug 10, 2023	no	ARLINGTON, VA\|SAN DIEGO, CA\|La Jolla, CA\|San Diego, CA	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Jun 6, 2006	Jun 28, 2006	no	OWINGS MILLS, MD	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
MORGAN STANLEY	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 10, 2023	Aug 31, 2023	21	Firm change	Wirehouse to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Aug 10, 2023	Mar 23, 2023	-140	Channel change	RIA to wirehouse
T. ROWE PRICE ADVISORY SERVICES, INC.	E*TRADE CAPITAL MANAGEMENT, LLC	Jun 28, 2006	Jan 24, 2008	575	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42159:149777:CA:2023-08-10	Aug 10, 2023	Mar 23, 2023	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 31, 2023 to Mar 31, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 23, 2023 to Aug 10, 2023factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 24, 2008 to Aug 10, 2023factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 6, 2006 to Jun 28, 2006factForm ADV

Dated events

Occurred
Aug 10, 2023
Advisor changed firm
Jason Lyons left Morgan Stanley for Fidelity Personal And Workplace Advisors (registered 2023-08-31)
Form ADVobserved 5 days ago