Zainab Jan Khan

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

• 03/2015 → 03/2018
  Aspire Business Solutions Llc
  Brookfield, WI
• 09/2022 → Present
  Fidelity Investments
  Bellevue, WA
• 09/2018 → 05/2022
  Prudential Advisors
  Bellevue, WA
• 06/2022 → 08/2022
  Unemployed
  Bellevue, WA
• 09/2016 → 08/2018
  Prudential Advisors
  Wauwatsoa, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bellevue, WA
• 2017-12-06 → 2022-05-31
  Pruco Securities, Llc.
  Wauwatosa, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-07
• S63 Uniform Securities Agent State Law Examination
  2016-09-02

Designations

• Certified Financial Planner

Other Names

• Zainab Jan Khan