Jeffrey Richard Norton

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

• 05/2013 → 10/2018
  Eaton Vance Distributors, Inc.
  Boston, MA
• 12/2019 → 06/2021
  John Hancock Investment Management Distributors Llc
  Boston, MA
• 10/2018 → 11/2019
  Liberty Mutual Investments
  Boston, MA
• 06/2021 → Present
  Fidelity Investments
  Burlington, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Burlington, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-18
• S63 Uniform Securities Agent State Law Examination
  2000-11-03

Other Names

• Jeffrey Richard Norton
• Jeffrey Richard Norton
• Jeffrey Norton