Jaclyn C. Neuwirth

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

• 08/2015 → 03/2021
  Charles Schwab & Co., Inc.
  Freehold, NJ
• 03/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ringoes, NJ
• 2018-04-23 → 2021-04-15
  Charles Schwab & Co., Inc.
  Freehold, NJ

Exams

• S66 Uniform Combined State Law Examination
  2018-04-20
• S63 Uniform Securities Agent State Law Examination
  2015-06-16

Other Names

• Jackie Maley
• Jaclyn Christine Maley
• Jaclyn Maley
• Jaclyn Christine Neuwirth