Aaron James Kennedy

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

• 01/2016 → 12/2016
  Mwa Financial Services Inc.
  Rock Island, IL
• 03/2017 → 11/2017
  Transamerica Financial Advisors, Inc
  South Jordan, UT
• 01/2017 → 11/2017
  World Financial Group, Inc.
  South Jordan, UT
• 09/2015 → 12/2016
  Modern Woodmen Of America
  Rock Island, IL
• 05/2017 → 01/2019
  University Of Utah Hospitals And Clinics
  Salt Lake City, UT
• 11/2017 → 08/2018
  Axa Advisors, Llc
  New York, NY
• 01/2019 → Present
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-03-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22
• S63 Uniform Securities Agent State Law Examination
  2016-02-02

Other Names

• Aaron James Kennedy
• Aaron Kennedy