Michelle Jenkins

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

• 09/1996 → 03/2021
  Charles Schwab & Co., Inc.
  Carlsbad, CA
• 02/2005 → 03/2021
  Charles Schwab Bank
  Carlsbad, CA
• 04/2021 → Present
  Fidelity Brokerage Services Llc
  San Diego, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-04-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA
• 1997-07-08 → 2021-03-26
  Charles Schwab & Co., Inc.
  Carlsbad, CA
  Carlsbad, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-30
• S63 Uniform Securities Agent State Law Examination
  1998-02-06

Other Names

• Michelle Fernandez Santos
• Michelle Santos
• Michelle Santos Jenkins