Jesus Javier Saenz

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

• 10/2016 → 03/2021
  Wells Fargo Bank, Na
  North Richland Hills, TX
• 01/2019 → 03/2021
  Wells Fargo Clearing Services, Llc
  North Richland Hills, TX
• 04/2011 → 10/2016
  Mcdonald's
  Fort Worth, TX
• 01/2016 → 05/2018
  Tarrant County College
  Fort Worth, TX
• 05/2018 → Present
  Tarleton State University
  Fort Worth, TX
• 05/2021 → Present
  Fidelity Brokerage Services, Llc
  Fort Worth, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Worth, TX
• 2021-02-22 → 2021-03-25
  Wells Fargo Clearing Services, Llc
  North Richland Hills, TX
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-02-22
• S63 Uniform Securities Agent State Law Examination
  2019-05-15

Other Names

• Jesus Javier Saenz