Jonathan Penoyer

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

• 09/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 11/2020 → 09/2021
  Empower Retirement
  Andover, MA
• 11/2019 → 11/2020
  Digital Federal Credit Union
  Chelmsford, MA
• 08/2018 → 08/2019
  Boeing Employees Credit Union
  Tukwila, WA
• 11/2016 → 08/2018
  Honda Of Seattle
  Seattle, WA
• 01/2016 → 11/2016
  Lehigh Valley Honda
  Emmaus, PA
• 08/2021 → 09/2021
  Self Employed
  Haverhill, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

OBA-62976|OrgNmn:Jonathan Penoyer|Org Addr:Henniker,New Hampsh,US|OBA Nature:Self Employeed content creator|Invst Rel:N|Title:Self Employed|Duties:As this is self led, no specific duties or obligations. |StrtDt:09-01-21|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-01-26