Jeremy A Stanberry

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

• 05/2012 → 09/2021
  O'REilly Auto Parts
  Jacksonville, FL
• 09/2021 → 02/2022
  Brandon Thomas State Farm Agency
  St Augustine, FL
• 02/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2007-12-11 → 2008-06-26
  Thrivent Investment Management Inc.
  Howey In The Hills, FL
  Irmo, SC
• 2007-07-24 → 2007-11-28
  Edward Jones
  Chapin, SC
  St Louis, MO
  Chapin, SC

Other Businesses

OBA-95539|OrgNmn:O'Reilly Auto Parts|Org Addr:St Johns,Florida,US|OBA Nature:Retail location for automotive|Invst Rel:N|Title:Employee|Duties:Run cash register to ring up sales|StrtDt:|TotHrs/mon:60|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-06-29

Other Names

• Jeremy Stanberry
• Jeremy Alan Stanberry