Jennifer Falk

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

• 01/2008 → 03/2021
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2008 → 03/2021
  Charles Schwab Bank
  Lone Tree, CO
• 04/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-04-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2008-01-22 → 2021-03-25
  Charles Schwab & Co., Inc.
  Englewood, CO
  Phoenix, AZ
  Denver, CO
  Scottsdale, AZ
  Lone Tree, CO
  Phoenix, AZ
• 2005-08-11 → 2008-01-04
  Waddell & Reed
  Colorado Springs, CO
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2005-08-10
• S63 Uniform Securities Agent State Law Examination
  1998-02-05

Other Names

• Jennifer Lynn Falk