Jesse Czaja

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 → 10/2018
  Voya Financial Partners, Llc
  Windsor, CT
• 10/2018 → 10/2019
  Voya Financial Advisors, Inc
  Windsor, CT
• 11/2019 → 04/2021
  Edward Jones
  Saint Louis, MO
• 11/2021 → Present
  Fidelity Investments
  Westlake, TX
• 05/2021 → 09/2021
  Thomas Edison State University
  Trenton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Norwich, CT
  Westlake, TX
• 2019-11-04 → 2021-04-13
  Edward Jones
  Westerly, RI
  Norwich, CT
  St Louis, MO
• 2018-12-27 → 2019-11-04
  Voya Financial Advisors, Inc.
  Windsor, CT

Other Businesses

OBA-64617|OrgNmn:Bodhi Logic LLC|Org Addr:Norwich,Connecticu,US|OBA Nature:Small business consulting, log|Invst Rel:N|Title:Sole Proprietor|Duties:Retail sales, business operations|StrtDt:11-24-21|TotHrs/mon:12|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-12-21
• S63 Uniform Securities Agent State Law Examination
  2016-09-06

Other Names

• Jesse Joseph Czaja
• Jesse J Czaja
• Jesse Czaja