Jared Raymond Barclay

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

• 09/2019 → Present
  Fidelity Brokerage Services Llc
  The Villages, FL
• 10/2018 → 09/2019
  Td Ameritrade
  Largo, FL
• 10/2018 → 06/2019
  Rxp Wireless/ Verizon
  Tampa, FL
• 06/2018 → 09/2018
  Metlife/Kforce
  Tampa, FL
• 04/2017 → 06/2018
  Csoki/ Verizon
  Tampa, FL
• 04/2017 → 04/2017
  Trace Employment Staffing
  Tampa, FL
• 12/2016 → 04/2017
  Talk More Wireless/ Metro
  Zephyrhills, FL
• 08/2016 → 11/2016
  Five Guys
  Tampa, FL
• 04/2016 → 09/2016
  Island Sound
  Tampa, FL
• 01/2016 → 05/2018
  University Of South Florida
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  The Villages, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-02-13

Designations

• Certified Financial Planner

Other Names

• Jared R Barclay
• Jared Barclay