ChooseAFinancialAdvisor.com
Advisors / Nevada / Las Vegas
14yrs

Jonathan Blitz

Financial advisor at Strategic Advisers

Jonathan Blitz has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Las Vegas, Nevada. After two years at Fidelity Personal and Workplace Advisors and three years at J.P. Morgan Securities, Jonathan joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.

One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.

Las Vegas, NVFiduciary advisor

At a glance

Experience14 years (since 2012)
How that compares ?More experience than 72% of advisors at Strategic Advisers
OfficeLas Vegas, NV
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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. May 2023 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2019 – 2023

Contact Jonathan

(617) 563-7000Firm headquarters in Boston, MA. Ask for Jonathan. Las Vegas, NVOffice · Get directions

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Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jonathan

How do I contact Jonathan?

Call Strategic Advisers at (617) 563-7000 and ask for Jonathan Blitz. Jonathan works from the Las Vegas, NV office.

How long has Jonathan been a financial advisor?

Jonathan has been in the industry since 2012, about 14 years. More experience than 72% of advisors at Strategic Advisers.

What licenses does Jonathan hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jonathan a fiduciary?

Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jonathan paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathan 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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