Zimbabwe M Barnes

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

• 07/2013 → 10/2018
  Jpmorgan Securities Llc
  Canandaigua, NY
• 08/2011 → 10/2018
  Jpmorgan Chase Bank
  Canandaigua, NY
• 10/2018 → 11/2018
  Jp Morgan Securities Llc
  Katy, TX
• 10/2018 → 11/2018
  Jpmorgan Chase Bank
  Katy, TX
• 11/2018 → 10/2021
  Wells Fargo Bank, Na
  Houston, TX
• 11/2018 → 10/2021
  Wells Fargo Clearing Services, Llc
  Houston, TX
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2019-03-14 → 2021-11-01
  Wells Fargo Clearing Services, Llc
  Houston, TX
  Houston, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-14
• S63 Uniform Securities Agent State Law Examination
  2013-09-06

Other Names

• Zimbabwe M Barnes
• Zimbabwe Malik Barnes
• Zimbabwe Barnes