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Paige Jensen

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7426059

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 08/2021 Present
Whole Foods Market Jacksonville Beach FL 10/2019 08/2021
Target Jacksonville FL 10/2019 11/2019
Boise Co Op Boise ID 10/2015 10/2019
Target Boise ID 08/2017 04/2018
P.F. Changs Boise ID 11/2015 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 10/2019 → 08/2021
    Whole Foods Market
    Jacksonville Beach, FL
  • 10/2019 → 11/2019
    Target
    Jacksonville, FL
  • 10/2015 → 10/2019
    Boise Co Op
    Boise, ID
  • 08/2017 → 04/2018
    Target
    Boise, ID
  • 11/2015 → 01/2017
    P.F. Changs
    Boise, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2022-03-08

View on SEC IAPD

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