Jack W Dietel

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

• 05/2020 → Present
  Fidelity Investments
  Greenwood Village, CO
• 08/2018 → 05/2020
  University Of Colorado
  Boulder, CO
• 05/2019 → 08/2019
  Goddess Garden Organics Llc
  Longmont, CO
• 04/2018 → 07/2018
  Unemployed
  Boulder, CO
• 12/2016 → 05/2018
  Legacy Of Learning Llc
  Boulder, CO
• 08/2012 → 12/2016
  University Of Colorado
  Boulder, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-09-16

Other Names

• Jack Wesley Dietel
• Jack W Dietel