Jack Berends

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

• 07/2022 → 02/2023
  Equitable Advisors, Llc
  New York, NY
• 06/2017 → 07/2018
  Chick-Fil-A
  Roswell, GA
• 05/2019 → 08/2019
  Reliant Real Estate Management
  Roswell, GA
• 05/2021 → 08/2021
  Bluechip Wealth Advisors
  Milton, GA
• 06/2022 → 06/2022
  Unemployed
  Roswell, GA
• 02/2023 → Present
  Fidelity Investments
  Roswell, GA
• 03/2013 → 05/2018
  Fellowship Christian School
  Roswell, GA
• 08/2018 → 05/2022
  Uga
  Athens, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marietta, GA
• 2022-11-10 → 2023-02-21
  Equitable Advisors, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-28

Other Names

• Jack Robert Berends
• Jack Berends