Jeremy Scott Eaton

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

• 02/2017 → 09/2017
  World Capital Brokerage, Inc.
  Denver, CO
• 09/2017 → 11/2019
  Fortune Financial Services, Inc.
  Chicago, IL
• 12/2019 → 03/2020
  Unemployed
  Chicago, IL
• 09/2005 → 10/2016
  Investors Capital Corporation
  Chicago, IL
• 10/2016 → 02/2017
  Cetera Advisors Llc
  Chicago, IL
• 04/2020 → 07/2024
  Calton & Associates, Inc.
  Northbrook, IL
• 07/2024 → Present
  Fidelity Investments
  Northbrook, IL
• 11/2019 → 12/2019
  Jd Mellberg
  Chicago, IL

Previous Registrations

• 2017-02-14 → 2017-09-21
  Investment Research Corp
  Chicago, IL
  Denver, CO
• 2005-09-02 → 2015-12-31
  Investors Capital Corp.
  Milwaukee, WI
  Tustin, CA
  Lynnfield, MA
  Lynnfield, MA
  Chicago, IL
  Chicago, IL
  Indianapolis, IN
  Detroit, MI
  Lynnfield, MA
  Tulsa, OK
• 2005-02-22 → 2005-09-02
  Uvest Financial Services Group, Inc.
  Chicago, IL
• 1999-05-06 → 2004-07-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-05-18
• S65 Uniform Investment Adviser Law Examination
  1999-04-06
• S63 Uniform Securities Agent State Law Examination
  1997-11-17

Other Names

• Jeremy Scott Eaton
• Jeremy Eaton
• Jeremy S Eaton