Kim Jackson

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

• 03/2011 → 02/2020
  Wells Fargo Advisors Llc
  Atlanta, GA
• 07/2020 → 07/2021
  Wells Fargo Bank, Llc
  Duluth, GA
• 02/2020 → 07/2020
  Unemployed
  Dallas, GA
• 07/2021 → Present
  Fidelity Investments
  Duluth, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Duluth, GA
  Dawsonville, GA
• 2011-01-03 → 2020-03-03
  Wells Fargo Clearing Services, Llc
  Las Vegas, NV
  Atlanta, GA
  Savannah, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2004-01-13 → 2011-01-03
  Wells Fargo Investments, Llc
  Las Vegas, NV
  Las Vegas, NV

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-25
• S63 Uniform Securities Agent State Law Examination
  1994-04-26

Other Names

• Kim Necia Jackson
• Kim Necia Jackson
• Kim Necia Boone
• Kim N Jackson