Jerel Custodio

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

• 04/2016 → 09/2016
  Wells Fargo Advisors Llc
  San Diego, CA
• 09/2016 → Present
  Fidelity Brokerage Services Llc
  San Diego, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-03-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-03-26
• S63 Uniform Securities Agent State Law Examination
  2016-06-15

Other Names

• Jerel Custodio
• Jerel Guevara Custodio