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Jennifer Eller

Strategic Advisers LLC

Montague, TX

CRD 7426487

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

Branch Locations

Montague, TX • 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 Westlake TX 12/2021 Present
New York Life Frisco TX 08/2021 10/2021
Eastern Union New York TX 06/2021 07/2021
Tti Inc Fort Worth TX 12/2005 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2021 → 10/2021
    New York Life
    Frisco, TX
  • 06/2021 → 07/2021
    Eastern Union
    New York, TX
  • 12/2005 → 06/2021
    Tti Inc
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-65054|OrgNmn:Neptune Design Studio|Org Addr:Nocona,Texas,US|OBA Nature:Architectural Services|Invst Rel:N|Title:Partner|Duties:Accounting - Bookeeping|StrtDt:01-01-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-65056|OrgNmn:Homemade's Better, LLC|Org Addr:Nocona,Texas,US|OBA Nature:Recipe website|Invst Rel:N|Title:Sole Proprietor|Duties:none, post recipes as often as desired|StrtDt:06-13-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-26
  • S66 Uniform Combined State Law Examination
    2022-04-26
Other Names
  • Jennifer Michelle Wilkie
  • Jennifer Michelle Eller
  • Jennifer Wilkie Eller

View on SEC IAPD

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