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Jennifer Metcalf

Strategic Advisers LLC

Carmel Valley, CA

Monterey, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Carmel Valley, CA • United States

553 Munras Ave, Monterey, CA 93940-3004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel CA 11/2013 03/2018
Bank Of America, N.A. Carmel CA 09/2014 03/2018
Rbc Capital Markets, Llc. Monterey CA 03/2018 04/2021
City National Bank Monterey CA 05/2018 04/2021
Fidelity Brokerage Services, Llc Monterey CA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-17
S63 Uniform Securities Agent State Law Examination 2005-07-13
  • S66 Uniform Combined State Law Examination
    2014-07-17
  • S63 Uniform Securities Agent State Law Examination
    2005-07-13
Designations
Other Names
  • Jennifer Anne Metcalf
  • Jennifer Anne Schwab
  • Jennifer Anne Schwab
  • Jennifer Anne Maican
  • Jennifer Anne Schwab
  • Jennifer Anne Maican

View on SEC IAPD

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