Jeffrey Stephens

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

• 08/2015 → Present
  Fidelity Brokerage Services Llc
  The Woodlands, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  The Woodlands, TX
  Spring, TX
• 2018-01-03 → 2018-07-13
  Strategic Advisers Llc
  The Woodlands, TX

Other Businesses

OBA-117567|OrgNmn:TJC - The Jefe Collection|Org Addr:Spring,Texas,US|OBA Nature:Personal sales, vendor events |Invst Rel:N|Title:Sole Proprietor|Duties:appraisal / research, selling, purchasing of trading cards.|StrtDt:|TotHrs/mon:18|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-10-30
• S63 Uniform Securities Agent State Law Examination
  2013-08-17

Other Names

• Jeffrey Tyler Stephans
• Jeffrey Tyler Stephens