Jessica Reid

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

• 07/2019 → 04/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2015 → 05/2019
  University Of Alabama
  Tuscaloosa, AL
• 05/2017 → 09/2017
  Northtowne Appraisal Service
  Pittsburgh, PA
• 05/2018 → 08/2018
  Ii-Vi Highyag
  Kleinmachnow
• 04/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-07-07
• S63 Uniform Securities Agent State Law Examination
  2019-08-30

Other Names

• Jess Bunner
• Jessica Bunner
• Jessica Allison Bunner