Jesus Martinez-Garcia

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

• 05/2019 → 10/2019
  Td Ameritrade
  Columbia, MD
• 07/2018 → 08/2018
  Don Ramon Mexcian Restaurant
  Westlake, OH
• 06/2018 → 05/2019
  Td Ameritrade
  Westlake, OH
• 08/2017 → 05/2018
  Oberlin College
  Oberlin, OH
• 06/2017 → 08/2017
  Shu's Grill & Bar
  St. Joseph, MI
• 06/2017 → 08/2017
  Notre Dame University
  Notre Dame, IN
• 08/2016 → 05/2017
  Oberlin College
  Oberlin, OH
• 06/2016 → 07/2017
  The Buck Burgers And Brew
  St. Joseph, MI
• 06/2016 → 09/2016
  Shu's Bar & Grill
  St. Joseph, MI
• 08/2020 → 07/2021
  Ameriprise Financial Services, Llc
  Chicago, IL
• 11/2019 → 07/2020
  Td Ameritrade
  Columbus, OH
• 06/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chicago, IL
• 2020-08-10 → 2021-07-01
  Ameriprise Financial Services, Llc
  Chicago, IL
• 2019-10-22 → 2020-07-17
  Td Ameritrade, Inc.
  Columbia, MD
  Columbus, OH
• 2019-10-22 → 2020-07-17
  Td Ameritrade Investment Management, Llc
  Columbia, MD
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2019-10-21