Matthew Heard

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

• 09/2015 → 07/2019
  Edward Jones
  Suwanne, GA
• 07/2019 → 11/2019
  Ameriprise Financial Services, Inc.
  Suwanee, GA
• 07/2021 → 01/2022
  Jpmorgan Chase Bank, N.A.
  Cumming, GA
• 07/2021 → 01/2022
  J.P. Morgan Securities Llc
  Cumming, GA
• 10/2020 → 11/2020
  Marc Jones Construction Llc
  Atlanta, GA
• 12/2020 → 06/2021
  Unemployed
  Gainesville, GA
• 12/2019 → 10/2020
  Unemployed
  Gainesville, GA
• 09/2015 → 07/2019
  Edward Jones
  Suwanne, GA
• 01/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Gainesville, GA
• 2021-08-09 → 2022-01-05
  J.P. Morgan Securities Llc
  Cumming, GA
• 2019-07-18 → 2019-12-06
  Ameriprise Financial Services, Llc
  Suwanee, GA
• 2015-09-25 → 2019-07-08
  Edward Jones
  Gainesville, GA
  Suwanee, GA
• 2006-11-21 → 2014-10-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gainesville, GA
• 2006-07-12 → 2006-08-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-07-11

Other Names

• Matt Michael Heard
• Matt Heard
• Matthew Michael Heard