Jason Michael Kriz

CRD 6691769 · Fidelity Brokerage Services LLC · San Diego, CA

IA RegisteredBroker

Also appears in the source record as: Jason M Kriz; Jason Kriz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (15): Arizona · California · Colorado · Hawaii · Idaho · Maryland · Nevada · New Hampshire · New York · North Carolina · Ohio · Tennessee · Texas · Utah · Washington
Years in the industry (source record): 10
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 (12)

From the source registration record · current first

Strategic Advisers LLCCurrent
San Diego, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
San Diego, CA · BD capacity

Feb 20, 2024 → present
Fidelity Brokerage Services LLCCurrent
San Diego, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 29, 2024 → Mar 31, 2025
Morgan Stanley
IA capacity

Sep 5, 2023 → Feb 16, 2024
Morgan Stanley
BD capacity

Mar 24, 2023 → Feb 16, 2024
E*trade Securities LLC
BD capacity

May 6, 2020 → Sep 5, 2023
E*trade Capital Management, LLC
IA capacity

May 6, 2020 → Sep 5, 2023
Bbva Wealth Solutions Inc.
IA capacity

Mar 30, 2018 → May 11, 2020
Bbva Securities Inc.
BD capacity

Mar 29, 2018 → May 11, 2020
Edward Jones
IA capacity

Dec 16, 2016 → Feb 28, 2018
Edward Jones
BD capacity

Sep 28, 2016 → Feb 28, 2018

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6691769 ↗ FINRA BrokerCheck record for CRD 6691769 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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