Jeannie L Dulson

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

• 10/1998 → Present
  Fidelity Brokerage Services, Inc.
  Schaumburg, IL
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Westlake, TX
  Huntley, IL
• 2008-08-29 → 2018-07-13
  Strategic Advisers Llc
  Schaumburg, IL
• 2001-08-06 → 2006-12-13
  Strategic Advisers Llc
  Schaumburg, IL

Other Businesses

OBA-10429|OrgNmn:Randy Hansen|Org Addr:Bonduel,Wisconsin,US|OBA Nature:I have presented companies suc|Invst Rel:N|Title:Agent|Duties:I coorespond with Randy's patent attorney. I prepare coorespondence and meetings with vendor(s).|StrtDt:04-30-14|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2001-06-27
• S63 Uniform Securities Agent State Law Examination
  1998-07-22

Other Names

• Jeannie Lee Hansen
• Jeannie Lee Hansen
• Jeannie Lee Dulson