Jared Sheppard

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

• 05/2018 → 11/2018
  Unemployed
  Santa Fe, TX
• 06/2017 → 04/2018
  Gap Inc.
  San Marcos, TX
• 11/2018 → 07/2019
  Axa Advisors, Llc
  New York, NY
• 08/2019 → 03/2021
  Charles Schwab & Co., Inc.
  Austin, TX
• 08/2014 → 05/2018
  Texas State University
  San Marcos, TX
• 03/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Alvin, TX
  Sugar Land, TX
• 2020-06-22 → 2021-03-23
  Charles Schwab & Co., Inc.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-06-22

Other Names

• Jared Sheppard
• Jared Thomas Sheppard