Jorge Luis Tueme

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

• 08/2012 → 12/2019
  Wells Fargo Bank, Na
  Lake Worth, TX
• 12/2018 → 12/2019
  Wells Fargo Clearing Services, Llc
  Lake Worth, TX
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-03-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2019-07-08 → 2019-10-04
  Wells Fargo Clearing Services, Llc
  Lake Worth, TX
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-05
• S63 Uniform Securities Agent State Law Examination
  2019-05-10

Other Names

• Jorge Luis Tueme Jimenez
• Jorge Luis Tueme
• Jorge Tueme