Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
25yrs
Jose Bascon has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Jacksonville, Florida. After seven years at Fidelity Personal and Workplace Advisors and a year at Wells Fargo Advisors, Jose joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 8% by experience at Strategic Advisers
Office4601 Touchton Rd East, Building 400, Jacksonville, FL 32246
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2017 – Jul 2018Strategic Advisers LLCPreviously
- Mar 2016 – Feb 2017Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2016MerrillPreviously
- Dec 2006 – Feb 2007Truist Investment Services, Inc.Previously
- Mar 2006 – Sep 2006MerrillPreviously
- 2002 – 2006Citigroup Global Markets Inc.Previously
Contact Jose
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jose. 4601 Touchton Rd East, Building 400Jacksonville, FL 32246Office · Get directions
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Questions to ask Jose
Tailored to Jose’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jose
How do I contact Jose?
Call Strategic Advisers at (617) 563-7000 and ask for Jose Bascon. Jose works from the Jacksonville, FL office.
How long has Jose been a financial advisor?
Jose has been in the industry since 2002, about 25 years. Top 8% by experience at Strategic Advisers.
What licenses does Jose hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jose a fiduciary?
Jose is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jose paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jose for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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