Jean Baptiste Afflack

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

• 08/2014 → 11/2017
  Uber
  Los Angeles, CA
• 08/2014 → 11/2017
  Lyft
  Los Angeles, CA
• 12/2014 → 10/2017
  Tjr Holdings Llc
  Garden City, NY
• 10/2017 → 04/2018
  Axa Advisors, Llc
  New York, NY
• 04/2020 → 04/2021
  Planmember Securities Corporation
  Carpinteria, CA
• 04/2020 → 04/2021
  Brancov Financial Services
  Downey, CA
• 10/2018 → 04/2021
  Reder & Feig Llp
  Los Angeles, CA
• 04/2018 → 08/2018
  Neilson Financial Services
  Los Angeles, CA
• 04/2018 → 12/2018
  Lyft
  Los Angeles, CA
• 04/2021 → Present
  Fidelity Investments
  Los Angeles, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Rosemead, CA
• 2020-05-15 → 2021-04-19
  Planmember Securities Corporation
  Downey, CA
  Carpinteria, CA
• 2018-03-08 → 2018-05-09
  Equitable Advisors, Llc
  Los Angeles, CA

Other Businesses

OBA-112454|OrgNmn:Phabulous Care Family LLC|Org Addr:Azusa,California,US|OBA Nature:This business is to hold the o|Invst Rel:N|Title:Owner|Duties:My role is limited to monitoring the applications buildout by developer until completion|StrtDt:08-26-24|TotHrs/mon:5|TrdHrs/mon:0|OBA-112633|OrgNmn:Unifying Visions Solutions|Org Addr:Sacramento,California,US|OBA Nature:This business is a multi-verti|Invst Rel:N|Title:Independent Contractor|Duties:In addition to vehicle rental operations via the Turo platform, the business provides technology consulting services to small and medium-sized|StrtDt:08-31-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-10
• S66 Uniform Combined State Law Examination
  2018-03-05

Other Names

• Jean-Baptiste Afflack
• Jean Baptiste Afflack