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Jennifer Culhane

Strategic Advisers LLC

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-26
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-09-26
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States

Scottsdale, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westwood Tavern Schaumburg IL 07/2013 01/2018
Td Ameritrade Schaumburg IL 10/2014 01/2018
Creative Planning Overland Park KS 04/2018 07/2019
Merrill Edge Rolling Meadows IL 02/2018 04/2018
Charles Schwab & Co., Inc. Schaumburg IL 04/2020 06/2021
Charles Schwab Bank Ssb Schaumburg IL 04/2020 06/2021
Unemployed Blooningdale IL 07/2019 04/2020
Fidelity Brokerage Services, Llc Scottsdale AZ 06/2021 Present
Strategic Advisers, Llc Scottsdale AZ 08/2025 Present
  • 07/2013 → 01/2018
    Westwood Tavern
    Schaumburg, IL
  • 10/2014 → 01/2018
    Td Ameritrade
    Schaumburg, IL
  • 04/2018 → 07/2019
    Creative Planning
    Overland Park, KS
  • 02/2018 → 04/2018
    Merrill Edge
    Rolling Meadows, IL
  • 04/2020 → 06/2021
    Charles Schwab & Co., Inc.
    Schaumburg, IL
  • 04/2020 → 06/2021
    Charles Schwab Bank Ssb
    Schaumburg, IL
  • 07/2019 → 04/2020
    Unemployed
    Blooningdale, IL
  • 06/2021 → Present
    Fidelity Brokerage Services, Llc
    Scottsdale, AZ
  • 08/2025 → Present
    Strategic Advisers, Llc
    Scottsdale, AZ
Previous Registrations
  • 2021-08-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Schaumburg, IL
  • 2020-11-16 → 2021-06-16
    Charles Schwab & Co., Inc.
    Oak Brook, IL
    Schaumburg, IL
  • 2018-04-18 → 2019-07-24
    Creative Planning
    Bloomingdale, IL
    Overland Park, KS
  • 2015-06-24 → 2018-01-31
    Td Ameritrade, Inc.
    Schaumburg, IL
    Oak Brook, IL
  • 2015-06-24 → 2018-01-31
    Td Ameritrade Investment Management, Llc
    Schaumburg, IL
    Oak Brook, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-28
S66 Uniform Combined State Law Examination 2015-06-23
  • S63 Uniform Securities Agent State Law Examination
    2021-01-28
  • S66 Uniform Combined State Law Examination
    2015-06-23
Other Names
  • Jennifer R Culhane
  • Jennifer Culhane
  • Jennifer Rosa Culhane
  • Jennifer Rose Culhane

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC.
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IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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