Jennifer Hill Waugh

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

• 05/2015 → 09/2021
  Howard Financial Services, Ltd
  Dallas, TX
• 09/2021 → Present
  Fidelity Brokerage Services, Llc
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2015-11-02 → 2021-09-10
  Howard Financial Services, Ltd.
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-17
• S65 Uniform Investment Adviser Law Examination
  2015-11-02

Designations

• Certified Financial Planner

Other Names

• Jennifer Olanio Hill
• Jennifer Hill Waugh