Jacqueline Lange

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

• 05/2016 → 08/2018
  Menards
  Oak Creek, WI
• 08/2018 → 05/2019
  Rw Baird
  Milwaukee, WI
• 05/2019 → 03/2023
  Rw Baird
  Milwaukee, WI
• 03/2023 → 01/2024
  Rw Baird
  Waukesha, WI
• 01/2024 → Present
  Fidelity Investments
  Brookfield, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brookfield, WI
• 2023-03-13 → 2024-01-25
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-03-13

Other Names

• Jacqueline T Barker
• Jacqueline Barker
• Jacqueline Taylor Barker