Jared Sumner

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

• 07/2016 → 02/2017
  Pub Restaurant & Caterers
  Keene, NH
• 12/2016 → 11/2017
  Stonewall Farm
  Keene, NH
• 09/2013 → 12/2017
  Keene State College
  Keene, NH
• 02/2017 → 12/2017
  Margarita'S Mexican Restaurant
  Keene, NH
• 11/2017 → 09/2018
  C&S Wholesale Grocers
  Keene, NH
• 09/2018 → 09/2020
  Staples
  Framingham, MA
• 10/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2020 → 09/2021
  Ronnie Diver Plastering
  Abington, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Other Businesses

OBA-120919|OrgNmn:Instacart Shoppers|Org Addr:San Franci,California,US|OBA Nature:Online grocery delivery|Invst Rel:N|Title:Independent Contractor|Duties:online delivery of groceries |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-69436|OrgNmn:Uber Eats|Org Addr:Abington,Massachuse,US|OBA Nature:Food Delivery |Invst Rel:N|Title:Independent Contractor|Duties:Pickup and deliver food orders to local customers|StrtDt:06-15-22|TotHrs/mon:24|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-12-19
• S63 Uniform Securities Agent State Law Examination
  2022-03-14

Other Names

• Jared Sherlock Sumner