Jacqueline Miller

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

• 04/2015 → 07/2017
  Ameriprise Financial Services, Inc
  Northampton, MA
• 08/2017 → 07/2018
  Doshisha Girls' Junior And Senior High School
  Kyoto
• 08/2018 → 10/2018
  Unemployed
  Northampton, MA
• 10/2018 → 06/2022
  Ameriprise Financial Services, Inc
  Wellesly, MA
• 06/2022 → Present
  Fidelity Brokerage Services Llc
  Chestnut Hill, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chestnut Hill, MA
• 2020-06-25 → 2022-06-01
  Ameriprise Financial Services, Llc
  Wellesley, MA

Exams

• S66 Uniform Combined State Law Examination
  2019-07-01

Designations

• Certified Financial Planner

Other Names

• Jacqueline Miller
• Jacqueline Marie Miller
• Jacqueline M Miller