Kenneth Juan Ray

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 → 03/2024
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2024 → 11/2024
  Raymond James Financial Services, Inc.
  Ponte Vedra Beach, FL
• 03/2024 → 11/2024
  Raymond James Financial Services Advisors, Inc.
  Ponte Vedra Beach, FL
• 03/2024 → 11/2024
  Brust Wealth Advisors
  Ponte Vedra Beach, FL
• 12/2024 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2024-03-06 → 2024-11-13
  Raymond James Financial Services Advisors, Inc
  Orlando, FL
• 2019-10-08 → 2024-02-27
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-14387|OrgNmn:Southpoint Community Church|Org Addr:Jacksonvil,Florida,US|OBA Nature:it is a church|Invst Rel:N|Title:DOC's coffee shop Manager|Duties:schedule volunteers, taking/ordering inventory, counting till.|StrtDt:01-08-20|TotHrs/mon:22|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-08-23
• S63 Uniform Securities Agent State Law Examination
  2015-10-02

Other Names

• Kenneth Juan Ray
• Kenneth Juan Ray
• Kenneth Juan Ray
• Kenneth Ray