Amber K Girtman Jones

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States

Port St. Lucie, FL • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Valic Financial Advisors, Inc.	West Palm Beach	FL	04/2005	10/2024
Agia	Houston	TX	12/2022	10/2024
Vivifye Me, Llc	Port St Lucie	FL	02/2019	10/2024
Sf Inspired Assets, Llc	Port St Lucie	FL	01/2021	10/2024
Fidelity Investments	Vero Beach	FL	10/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2005 → 10/2024

Valic Financial Advisors, Inc.

West Palm Beach, FL
12/2022 → 10/2024

Agia

Houston, TX
02/2019 → 10/2024

Vivifye Me, Llc

Port St Lucie, FL
01/2021 → 10/2024

Sf Inspired Assets, Llc

Port St Lucie, FL
10/2024 → Present

Fidelity Investments

Vero Beach, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-12-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Port St. Lucie, FL

Vero Beach, FL
2005-07-07 → 2024-10-10

Valic Financial Advisors, Inc.

Pompano Beach, FL

Pompano Beach, FL

Boca Raton, FL

Boca Raton, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-07-06

S66 Uniform Combined State Law Examination

2005-07-06

Designations

Other Names

Amber Kristen Durr Girtman
Amber Kristen Girtman
Amber Kristen Girtman Jones
Amber Girtmanjones

View on SEC IAPD