Jason D. Devlin

CRD 5009352 · Fidelity Brokerage Services LLC · Princeton, NJ

IA RegisteredBroker

Also appears in the source record as: Jason D Devlin; Jason Daniel Devlin; Jason Devlin

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 10Series 9Series 66
Registered states (12): California · Delaware · Florida · Maryland · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Utah
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (13)

From the source registration record · current first

Strategic Advisers LLCCurrent
Levittown, PA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Princeton, NJ · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Villanova, PA · IA capacity

Sep 13, 2021 → Mar 31, 2025
Charles Schwab & Co., Inc.
Yardley, PA · IA capacity

Nov 17, 2020 → Jul 27, 2021
Charles Schwab & Co., Inc.
Yardley, PA · BC capacity

Nov 17, 2020 → Jul 27, 2021
Advice And Planning Services
Roseland, NJ · IA capacity

Mar 19, 2018 → Nov 13, 2020
Tiaa-Cref Individual & Institutional Services, LLC
Roseland, NJ · BC capacity

Mar 19, 2018 → Nov 13, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pennington, NJ · IA capacity

Jul 1, 2010 → Mar 12, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pennington, NJ · BC capacity

Jul 1, 2010 → Mar 12, 2018
Wells Fargo Advisors, LLC
Philadelphia, PA · IA capacity

Apr 15, 2010 → Jun 8, 2010
Wells Fargo Advisors, LLC
Philadelphia, PA · BC capacity

Apr 13, 2010 → Jun 8, 2010
Cco Investment Services Corp.
Hockessin, DE · IA capacity

Jul 20, 2009 → Feb 26, 2010
Cco Investment Services Corp.
Hockessin, DE · BC capacity

Jul 16, 2009 → Feb 26, 2010

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5009352 ↗ FINRA BrokerCheck record for CRD 5009352 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.