Jason D. Boothroyd

CRD 5130463 · Fidelity Brokerage Services LLC · Littleton, MA

IA RegisteredBroker

Also appears in the source record as: Jason D Boothroyd; Jason Douglas Boothroyd

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 31Series 7Series 10Series 9Series 66
Registered states (5): Massachusetts · New Hampshire · Texas · Utah · Washington
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5130463 contains one or more disclosure events as of Aug 20, 2026.

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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 (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
Littleton, MA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Littleton, MA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Littleton, MA · IA capacity

Jul 13, 2018 → Mar 31, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Glastonbury, CT · IA capacity

Dec 2, 2010 → May 15, 2012
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Glastonbury, CT · BC capacity

Dec 1, 2010 → May 15, 2012
Metlife Securities Inc.
Wethersfield, CT · IA capacity

Sep 7, 2010 → Dec 22, 2010
Metlife Securities Inc.
Wethersfield, CT · BC capacity

Jul 26, 2010 → Dec 22, 2010
Morgan Stanley Smith Barney LLC
West Hartford, CT · IA capacity

Sep 9, 2009 → May 24, 2010
Morgan Stanley Smith Barney
West Hartford, CT · BC capacity

Sep 9, 2009 → May 24, 2010

Source & corrections

Where this page comes from

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