Jay Parker Collins

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

• 04/2022 → 03/2023
  Wells Fargo Clearing Services Llc
  Charlotte, NC
• 10/2021 → 04/2022
  Digital Intelligence Systems
  Mclean, VA
• 08/2020 → 07/2021
  Banner Elk Winery
  Banner Elk, NC
• 07/2015 → 08/2020
  Bluebay Seafood
  Salisbury, NC
• 04/2020 → 06/2020
  Lowe's Home Improvement
  Salisbury, NC
• 08/2013 → 06/2017
  West Rowan High School
  Mt. Ulla, NC
• 08/2017 → 06/2021
  Appalachian State University
  Boone, NC
• 03/2023 → Present
  Fidelity Investments
  Charlotte, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18
• S63 Uniform Securities Agent State Law Examination
  2022-08-19

Other Names

• Jay Collins