Jessica Linnet Romero

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

• 06/2016 → 06/2020
  Usaa Financial Advisors Inc.
  Tampa, FL
• 06/2016 → 12/2020
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 07/2022
  Usaa Investment Services Company
  Tampa, FL
• 12/2020 → 07/2022
  Usaa Life Insurance Company
  Tampa, FL
• 08/2022 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Riverview, FL
• 2018-01-08 → 2022-07-28
  Usaa Investment Services Company
  San Antonio, TX
  Tampa, FL
  San Antonio, TX
• 2016-07-22 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
• 2011-08-12 → 2016-06-09
  Ameriprise Financial Services, Llc
  Tampa, FL
  Tampa, FL
• 2010-11-09 → 2011-08-17
  Morgan Stanley
  Tampa, FL

Other Businesses

OBA-99493|OrgNmn:Adjunct Professor-SNHU|Org Addr:Valrico,Florida,US|OBA Nature:Teaching undergrad finance cla|Invst Rel:N|Title:Online Adjunct Professor|Duties:Teaching online undergrad finance courses on an adjunct basis for Southern New Hampshite University|StrtDt:06-18-23|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2010-10-18

Designations

• Chartered Financial Consultant

Other Names

• Jessica Linnet Romero
• Jessica Linnet Romero
• Jessica Romero Loew
• Jessica Linnet Romero Cruz
• Jessica Cruz