Kenneth F. 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

• 12/2020 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2020 → 12/2020
  Unemployed
  North Dighton, MA
• 01/2020 → 03/2020
  Extra Space Storage
  Fall River, MA
• 03/2018 → 11/2018
  Towneship
  North Easton, MA
• 11/2018 → 01/2020
  Unemployed
  North Dighton, MA
• 01/2018 → 03/2018
  Trader Joe's
  Foxborough, MA
• 10/2017 → 01/2018
  Ups
  Brockton, MA
• 07/2016 → 10/2017
  Unemployed
  North Dighton, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2021-06-01
• S63 Uniform Securities Agent State Law Examination
  2021-04-09

Other Names

• Kenneth Francis Jackson