Jeri Lynn Bice

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

• 08/2013 → 11/2019
  Whole Foods Market
  Braselton, GA
• 11/2019 → 12/2019
  Unemployed
  Savannah, GA
• 09/2023 → 02/2024
  Kestra Advisory Services, Llc
  Savannah, GA
• 01/2020 → 03/2021
  Herb Creek Landscape
  Savannah, GA
• 06/2024 → Present
  Fidelity Investments
  Charlotte, NC
• 03/2021 → 10/2021
  Carlstedts Floral Wholesale
  Savannah, GA
• 11/2021 → 02/2024
  Kestra Investment Services, Llc
  Savannah, GA
• 03/2024 → 05/2024
  Unemployed
  Savannah, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Johns Creek, GA
• 2023-09-28 → 2024-02-01
  Kestra Advisory Services, Llc
  Austin, TX
  Savannah, GA

Other Businesses

OBA-110580|OrgNmn:Quaint 1940's Bungalow Rental|Org Addr:Savannah,Georgia,US|OBA Nature:temporary rental of spare bedr|Invst Rel:Y|Title:Host |Duties:Cleaning, maintenance and upkeep|StrtDt:06-24-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-09-21

Other Names

• Jeri Lynn Bice-Evans
• Jeri Lynn Bice
• Jeri L Bice