Jessica D Collazo

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

• 05/2016 → 02/2017
  T.ROwe Price
  Colorado Springs, CO
• 02/2017 → 11/2018
  Raymond James Financial Services, Inc.
  Colorado Springs, CO
• 02/2017 → 11/2018
  Sullivan & Associates
  Colorado Springs, CO
• 01/2019 → 09/2021
  Morgan Stanley
  Washington, DC
• 12/2018 → 01/2019
  Unemployed
  Colorado Springs, CO
• 09/2021 → Present
  Fidelity Investments
  White Plains, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  White Plains, MD
• 2019-05-07 → 2021-09-23
  Morgan Stanley
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2019-05-06
• S63 Uniform Securities Agent State Law Examination
  2016-09-15

Other Names

• Jessica Dr Mcallister
• Jessica D R Mcallister
• Jessica Dolores Harris
• Jessica D R Harris
• Jessica Mcallister
• Jessica D Mcallister
• Jessica Collazo