Best Investors Account Sign in

Jeffrey S. Biernat

Strategic Advisers LLC

Oakland Township, MI

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-12
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-03-12
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Oakland Township, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Allstate Insurance Co Troy MI 06/2005 04/2023
Jti Properties, Llc Oakland MI 01/2019 04/2023
Fidelity Investments Troy MI 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2005 → 04/2023
    Allstate Insurance Co
    Troy, MI
  • 01/2019 → 04/2023
    Jti Properties, Llc
    Oakland, MI
  • 04/2023 → Present
    Fidelity Investments
    Troy, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-98512|OrgNmn:JTI Properties, LLC|Org Addr:Oakland To,Michigan,US|OBA Nature:Rental Property Management|Invst Rel:Y|Title:Sole Proprietor|Duties:Collect rent, coordinate any mechanical work|StrtDt:04-24-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-98615|OrgNmn:Tanya Biernat - Biernat Realty Group|Org Addr:Rochester,Michigan,US|OBA Nature:Real Estate sales|Invst Rel:Y|Title:Real Estate Licensee|Duties:Approximately once per month, assist Realtor Tanya Biernat with a weekend open house.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
S63 Uniform Securities Agent State Law Examination 1998-07-28
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    1998-07-28
Designations
Other Names
  • Jeffrey S Biernat
  • Jeffrey Scott Biernat
  • Jeffrey Biernat

View on SEC IAPD

More in Oakland Township, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor