Jason Linde has been Chief Compliance Officer of Fidelity Institutional Wealth Adviser since March 2019, is a control person of the firm and directly owns under 5% of it.
Fidelity Institutional Wealth Adviser LLC is a Boston, MA firm with $9.38B under management, 65,862 clients and 101 advisers across 12 offices, as of its March 2026 filing.
No adviser firm registrations are on Jason Linde’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 May 2008 |
| Series 7 | General Securities Representative Examination | 8 September 2004 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 23 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 June 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 May 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason J Linde
- CRD
- 2866398
- Firm
- Fidelity Institutional Wealth Adviser · CRD 301896
- Role
- Chief Compliance Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jason Linde work?
Jason Linde has been Chief Compliance Officer of Fidelity Institutional Wealth Adviser LLC since March 2019, and is a control person of the firm.
Does Jason Linde have a current investment-adviser registration?
Jason Linde has a current broker registration and no current investment-adviser registration.
What exams has Jason Linde passed?
Jason Linde has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 7 and Series 24. The earliest, the Series 6, was passed in May 1997. FINRA credited Jason Linde with the SIE, which began in October 2018.
Is Jason Linde registered with FINRA?
Yes. Jason Linde has a current broker registration, under CRD 2866398.
Source: FINRA BrokerCheck
How can I verify Jason Linde’s record?
Search CRD 2866398 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jason Linde’s full registration record.