Jesse L. Biers

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 → 04/2021
  E*Trade Securities Llc
  Farmington Hills, MI
• 01/2016 → 04/2021
  E*Trade Capital Management Llc
  Farmington Hills, MI
• 05/2021 → Present
  Fidelity Investments
  Ann Arbor, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ann Arbor, MI
• 2016-03-24 → 2021-05-07
  Harrisdirect Llc
  Farmington Hills, MI
  Arlington, VA
  Farmington Hills, MI

Other Businesses

OBA-59642|OrgNmn:Bruin Lake Association|Org Addr:Gregory,Michigan,US|OBA Nature:Homeowners Association|Invst Rel:N|Title:Board Member|Duties:Basic management of HOA budget and approval of spending. |StrtDt:05-31-19|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-03-22

Other Names

• Jesse Lee Biers