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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Lafayette, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Huntington Investment Company Columbus IN 10/2015 09/2020
The Huntington National Bank West Lafayette IN 08/2015 09/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 09/2020 09/2021
Bank Of America, N.A. Indianapolis IN 09/2020 09/2021
Fidelity Investments Covington KY 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-20
S63 Uniform Securities Agent State Law Examination 2001-08-20
  • S66 Uniform Combined State Law Examination
    2014-01-20
  • S63 Uniform Securities Agent State Law Examination
    2001-08-20
Other Names
  • Jennifer M Rentschler
  • Jennfier M Farrell
  • Jennifer M Farrell
  • Jennifer Baumgardt
  • Jennifer M Baumgardt
  • Jennifer M Renfrow
  • Jennifer Marie Renfrow
  • Jennifer Marie Smith
  • Jennifer M Smith
  • Jennifer M Chadwell

View on SEC IAPD

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