ChooseAFinancialAdvisor.com
Advisors / Rhode Island / Glocester
5yrs

JONATHON David ARMAND

Financial advisor at Strategic Advisers

Glocester, RIFiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeGlocester, RI
How the firm is paid ?Percent of assets, Flat fee, Other
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.

Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
    Strategic Advisers LLCCurrent firm
  2. 2022 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. Apr 2022 – Jun 2022
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously

Questions to ask Jonathon

Tailored to Jonathon’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

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jonathon

How do I contact Jonathon?

Call Strategic Advisers at 617-563-7000 and ask for JONATHON David ARMAND. Jonathon works from the Glocester, RI office.

How long has Jonathon been a financial advisor?

Jonathon has been in the industry since 2022, about 5 years. 5 years in the industry.

What licenses does Jonathon hold?

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

Is Jonathon a fiduciary?

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

How is Jonathon paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathon for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.