Jeffrey S Towles

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2004 → Present
  Fidelity Brokerage Services
  Columbus, OH
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Lewis Center, OH
  Columbus, OH
• 2004-03-30 → 2018-07-13
  Strategic Advisers Llc
  Columbus, OH
• 2002-07-22 → 2004-02-24
  Charles Schwab & Co., Inc.
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2001-05-22
• S63 Uniform Securities Agent State Law Examination
  1998-09-14

Other Names

• Jeffrey Sean Towles