Jessica Naber

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 → Present
  Fidelity Investments
  Merrimack, NH
• 05/2016 → 10/2016
  Urban Kayaks
  Chicago, IL
• 09/2018 → 10/2018
  Creamistry
  Irving, TX
• 08/2015 → 09/2016
  Committee Of 200
  Chicago, IL
• 09/2016 → 01/2018
  Four Seasons Hotel Chicago
  Chicago, IL
• 01/2018 → 11/2020
  Four Seasons Resort & Club Dallas At Las Colinas
  Irving, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2024-02-02
• S63 Uniform Securities Agent State Law Examination
  2021-03-05

Other Names

• Jessica Eileen Naber
• Jessica Naber