Jane Madhavan

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 → 10/2021
  Mass Mutual Life Insurance Company
  New York City, NY
• 07/2019 → 10/2021
  Mml Investors Services
  New York City, NY
• 09/2018 → 07/2019
  Equinox
  New York, NY
• 05/2017 → 07/2019
  Core Pilates
  Hilton Head Island, SC
• 04/2016 → 04/2017
  Breakers Bar And Grill
  Columbia, SC
• 08/2013 → 05/2017
  University Of South Carolina
  Columbia, SC
• 08/2018 → 05/2019
  New York University
  New York, NY
• 09/2018 → 05/2019
  Center For Urban Community Services
  New York, NY
• 11/2021 → Present
  Fidelity Investments
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-03-08
• S63 Uniform Securities Agent State Law Examination
  2019-12-16

Other Names

• Jane Rogers
• Jane Whaley Rogers