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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

ADAM JAROS

Advisor at STRATEGIC ADVISERS LLC

LAGUNA HILLS, CA | MISSION VIEJO, CA

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Search this name across graphsid dfx:ria:e5da31ba-3db0-a9f2-3665-97d81ab54e3c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2005 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: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Nov 22, 2005
First registration: Nov 30, 2005
Dual registered: yes, broker-dealer
Other names: ADAM CHRISTIAN JARAS|ADAM CHRISTIAN JAROS|ADAM C JAROS
IAPD individual key: 2904817

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	LAGUNA HILLS, CA\|MISSION VIEJO, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 27, 2023	Mar 31, 2025	no	RALEIGH, NC	Previous registration
SIERRA INVESTMENT MANAGEMENT, LLC	Independent wealth	Jun 24, 2021	Jan 3, 2023	no	SANTA MONICA, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	May 18, 2006	Dec 31, 2020	no	CINCINNATI, OH\|ST. LOUIS, MO\|COLUMBUS, OH\|SAN DIEGO, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Nov 30, 2005	Jan 11, 2021	no	St Louis, MO\|Cincinnati, OH\|CINCINNATI, OH\|COLUMBUS, OH\|San Diego, CA	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
SIERRA INVESTMENT MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 3, 2023	Apr 27, 2023	114	Firm change	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 11, 2021	May 18, 2006	-5,352	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	SIERRA INVESTMENT MANAGEMENT, LLC	Dec 31, 2020	Jun 24, 2021	175	Firm change	RIA to RIA

Team moves

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

Team	Left	Joined	From	Kind
7870:111514:CA:2021-01-06	Jan 11, 2021	May 18, 2006	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
Apr 27, 2023 to Mar 31, 2025factForm ADV
→ SIERRA INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 24, 2021 to Jan 3, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Nov 30, 2005 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 18, 2006 to Dec 31, 2020factForm ADV

Dated events

Occurred
Jan 3, 2023
Advisor changed firm
Adam Jaros left Sierra Investment Management, Llc for Fidelity Personal And Workplace Advisors (registered 2023-04-27)
Form ADVobserved 5 days ago