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Jeffrey L Crum

Strategic Advisers LLC

Elmhurst, IL

Schaumburg, IL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Elmhurst, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Schaumburg IL 01/1994 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/1994 → Present
    Fidelity Brokerage Services, Inc.
    Schaumburg, IL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Elmhurst, IL
    Schaumburg, IL
  • 1998-08-17 → 2018-07-13
    Strategic Advisers Llc
    Schaumburg, IL
    Schaumburg, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-12
S63 Uniform Securities Agent State Law Examination 1990-09-04
  • S65 Uniform Investment Adviser Law Examination
    1998-08-12
  • S63 Uniform Securities Agent State Law Examination
    1990-09-04
Other Names
  • Jeffrey Lee Crum

View on SEC IAPD

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