Jonathan Messer

CRD 7304404 · Fidelity Brokerage Services LLC · Greenwood Village, CO

IA RegisteredBroker

Also appears in the source record as: Jonathan David Messer

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSIESeries 9Series 10Series 66
Registered states (2): Colorado · Texas
Years in the industry (source record): 5
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 (7)

From the source registration record · current first

Strategic Advisers LLCCurrent
Highlands Ranch, CO · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Greenwood Village, CO · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Greenwood Village, CO · IA capacity

Jul 6, 2022 → Mar 31, 2025
Mutual Of Omaha Investor Services, Inc.
Omaha, NE · IA capacity

Sep 16, 2021 → Apr 21, 2022
Mutual Of Omaha Investor Services, Inc.
Omaha, NE · BC capacity

Sep 15, 2021 → Apr 21, 2022
First Command Advisory Services
Papillion, NE · IA capacity

Jan 19, 2021 → Aug 4, 2021
First Command Brokerage Services, Inc.
Papillion, NE · BC capacity

Dec 17, 2020 → Aug 4, 2021

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 7304404 ↗ FINRA BrokerCheck record for CRD 7304404 ↗ 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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.