Terence Jones

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

• 11/2020 → 02/2022
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2020 → 02/2022
  J.P. Morgan Securities Llc
  New York, NY
• 06/2018 → 06/2020
  Spectrum Pension And Compensation
  Newburgh, NY
• 01/2018 → 04/2018
  Rbt Cpa's Llp
  Newburgh, NY
• 09/2016 → 05/2017
  Hudson Valley Federal Credit Union
  Poughkeepsie, NY
• 07/2020 → 07/2020
  Amb Group Llc
  Paramus, NJ
• 06/2017 → 12/2017
  Unemployed
  Marlboro, NY
• 07/2020 → 10/2020
  Unemployed
  Marlboro, NY
• 04/2018 → 06/2018
  Unemployed
  Marlboro, NY
• 02/2022 → Present
  Fidelity Investments
  New York City, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York City, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-06-02
• S63 Uniform Securities Agent State Law Examination
  2021-02-03

Designations

• Certified Financial Planner

Other Names

• Terence Jones
• Terence Russell Jones