Tristan Jacobs Bett

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

• 08/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 08/2019 → 08/2022
  St. Johns Classical Academy
  Fleming Island, FL
• 08/2017 → 08/2019
  Clay Charter Academy
  Middleburg, FL
• 08/2015 → 08/2017
  Charles E Bennett Elementary
  Green Cove Springs, FL
• 06/2019 → 08/2019
  One Way Out Escape Room
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05

Other Names

• Tristan Jacobs Bett
• Tristan Bett