Jessica A. Rodriguez

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

• 04/2008 → 08/2020
  Wells Fargo Bank
  Riverside, CA
• 08/2020 → Present
  Fidelity Investments
  Rancho Cucamonga, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Rancho Cucamonga, CA

Other Businesses

OBA-96644|OrgNmn:Amazon Flex|Org Addr:Norco,California,US|OBA Nature:Delivering packages|Invst Rel:N|Title:Independent Contractor|Duties:Delivering Amazon packages|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-93258|OrgNmn:Instawork|Org Addr:California,US|OBA Nature:Cashier/Server/Inventory/Count|Invst Rel:N|Title:Independent Contractor|Duties:Temp work gigs.|StrtDt:09-25-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-10-16
• S63 Uniform Securities Agent State Law Examination
  2020-12-16

Other Names

• Jessica Andrea Rodriguez