Jeremy Lucas

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

• 04/2018 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 05/2017 → 04/2018
  Bank Of America
  Southlake, TX
• 05/2015 → 03/2017
  At&T Mobility
  Louisville, KY
• 03/2017 → 05/2017
  Unemployed
  Euless, TX
• 12/2015 → 10/2017
  Indiana Wesleyan University
  Marion, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-12-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-06-26

Other Names

• Jeremy Douglas Lucas
• Jeremy Lucas