Stephen Matthew Jaffke

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

• 03/2020 → 10/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2019 → 01/2020
  Aqua Safe Swim School
  Scottsdale, AZ
• 01/2019 → 01/2020
  Thrivent Financial (Michael Buric)
  Scottsdale, AZ
• 04/2019 → 06/2019
  C2 Tactical
  Scottsdale, AZ
• 08/2016 → 12/2019
  Grand Canyon University
  Phoenix, AZ
• 01/2018 → 08/2018
  Olive Garden
  Huntington Beach, CA
• 02/2017 → 12/2017
  Shetler Security
  Phoenix, AZ
• 04/2017 → 08/2017
  Lacoe
  Downey, CA
• 01/2019 → 04/2019
  Dominoes
  Phoenix, AZ
• 11/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Anthem, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-03-02
• S63 Uniform Securities Agent State Law Examination
  2020-06-09

Other Names

• Stephen M Jaffke
• Stephen Jaffke
• Stephen Matthew Jaffke