Jeremy Lamm

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

• 03/2022 → Present
  Fidelity Investments
  Durham, NC
• 07/2021 → 02/2022
  Home Care Pulse
  Rexburg, ID
• 10/2020 → 07/2021
  Bailey'S Fine Jewelry
  Raleigh, NC
• 09/2019 → 09/2020
  Tiffany And Co.
  New York, NY
• 06/2019 → 09/2019
  Unemployed
  Raleigh, NC
• 08/2018 → 06/2019
  John Hardy
  Raleigh, NC
• 09/2017 → 08/2018
  Bailey'S Fine Jewelry
  Raleigh, NC
• 08/2017 → 08/2017
  Verrier Handcrafted
  New York, NY
• 08/2013 → 05/2017
  University Of North Carolina Wilmington
  Wilmington, NC
• 05/2017 → 07/2017
  Unemployed
  Wilmington, NC
• 07/2019 → 08/2019
  Postmates
  Raleigh, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-67555|OrgNmn:Bailey's Fine Jewelry|Org Addr:Raleigh,North Caro,US|OBA Nature:Fine Jewelry Retailer|Invst Rel:N|Title:Employee|Duties:drive sales and assist patrons with purchases, returns, etc. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-10-10

Other Names

• Jeremy Cain Lamm
• Jeremy Lamm