Jenne Lee Sanford

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

• 08/2016 → 05/2020
  University Of Wyoming
  Laramie, WY
• 05/2017 → 08/2017
  Starbucks
  Lone Tree, CO
• 05/2018 → 08/2018
  Stellar Events
  Denver, CO
• 05/2019 → 08/2019
  Athena Global Advisors
  Philadelphia, PA
• 05/2020 → 08/2020
  Unemployed
  Lone Tree, CO
• 09/2020 → Present
  Fidelity Investments
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-05-21
• S63 Uniform Securities Agent State Law Examination
  2021-04-06

Other Names

• Jenne Lee Sanford
• Jenne Sanford