Jennifer Anica Anton

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

• 09/2010 → 05/2020
  Wells Fargo Bank Na
  Dumont, NJ
• 03/2012 → 11/2016
  Wells Fargo Advisors Llc
  Dumont, NJ
• 11/2016 → 05/2020
  Wells Fargo Clearing Services, Llc
  Dumont, NJ
• 06/2020 → Present
  Fidelity Investments
  Paramus, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-16
• S63 Uniform Securities Agent State Law Examination
  2012-08-14

Other Names

• Jennifer Anica Anton
• Jennifer Anton