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Jennifer Smith

Strategic Advisers LLC

Los Gatos, CA

Morgan Hill, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States

Morgan Hill, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, National Association New York NY 01/2015 01/2020
Ubs Financial Services Inc San Jose CA 01/2020 04/2024
Fidelity Investments Los Gatos CA 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 01/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2020 → 04/2024
    Ubs Financial Services Inc
    San Jose, CA
  • 05/2024 → Present
    Fidelity Investments
    Los Gatos, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-15
S63 Uniform Securities Agent State Law Examination 1994-08-12
  • S65 Uniform Investment Adviser Law Examination
    1994-09-15
  • S63 Uniform Securities Agent State Law Examination
    1994-08-12
Other Names
  • Jennifer Marie George
  • Jennifer Marie Smith

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
REACT INVESTMENT SOLUTIONS, LLC
LEGACY CAPITAL GROUP CALIFORNIA, INC.
INTEGRITY ALLIANCE, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC
MAINSTREET FINANCIAL PLANNING, INC.

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA
MAINSTREET FINANCIAL PLANNING, INC. · LOS GATOS, CA

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