Alfonso Alejandre Jr

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

• 10/2012 → 01/2022
  J.P. Morgan Securities Llc
  Chicago, IL
• 04/2016 → 03/2024
  Uber
  San Francisco, CA
• 01/2022 → 12/2023
  E*Trade Securities Llc
  Chicago, IL
• 03/2023 → 12/2023
  Morgan Stanley
  Chicago, IL
• 09/2023 → 12/2023
  Morgan Stanley
  Alpharetta, GA
• 03/2024 → Present
  Fidelity Investments Llc
  Chicago, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chicago, IL
• 2023-09-05 → 2024-01-02
  Morgan Stanley
  Alpharetta, GA
  Chicago, IL
• 2022-02-24 → 2023-09-05
  Harrisdirect Llc
  Chicago, IL
  Arlington, VA
• 2012-10-01 → 2022-01-15
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2008-01-15 → 2012-10-01
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
• 2004-01-13 → 2004-07-21
  Mesirow Financial Investment Management, Inc.
• 2002-11-18 → 2003-10-22
  J.P. Morgan Asset Management
  Chicago, IL

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2001-07-13

Other Names

• Al Alejandre
• Alfonso Alejandre
• Alfonso Alejandre