Jennifer Smith

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

• 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

• 2024-05-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Los Gatos, CA
• 2020-01-24 → 2024-05-22
  Ubs Financial Services Inc.
  San Jose, CA
• 2009-06-01 → 2020-01-27
  Morgan Stanley
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Morgan Hill, CA
• 1997-07-08 → 2009-06-01
  Citigroup Global Markets Inc.
  San Jose, CA
  San Jose, CA

Exams

• 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