Kimberly M Jasper

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

• 02/2015 → 05/2018
  Whitworth University, Career Services
  Spokane, WA
• 01/2017 → 04/2017
  Moss Adams
  Spokane, WA
• 01/2018 → 04/2018
  Anastasi Moore & Martin
  Spokane, WA
• 01/2019 → 04/2021
  Moss Adams
  Everett, WA
• 06/2018 → 12/2018
  Unemployed
  Lakewood, WA
• 05/2021 → 01/2022
  Unemployed
  Mukilteo, WA
• 02/2022 → Present
  Fidelity Investments
  Lynnwood, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-23

Other Names

• Kimberly Mhae Jasper
• Kimberly M Jasper