Jennifer Kruger

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

• 09/2006 → Present
  Fidelity Brokerage Services, Llc
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-02-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2004-08-13 → 2006-09-05
  Wells Fargo Investments, Llc
  Newhall, CA
  Newhall, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-08-12

Designations

• Certified Financial Planner

Other Names

• Jennifer Gayle Kruger