Jacquelyn Elizabeth La Monte-Gin

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

• 04/2021 → Present
  Fidelity Investments
  Westlake, TX
• 09/2019 → 04/2021
  Deisgner Shoe Warehouse
  Prosper, TX
• 02/2015 → 09/2019
  Designer Shoe Warehouse
  Frisco, TX
• 08/2014 → 06/2018
  Collin County Community College
  Frisco, TX
• 08/2017 → 12/2020
  University Of North Texas
  Denton, TX
• 07/2018 → 09/2018
  Bc Renovations
  Denison, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-02-09

Other Names

• Jacquelyn Elizabeth La Monte
• Ellie La Monte
• Jacquelyn La Monte