Jaden Stefanski

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

• 12/2016 → 03/2017
  Yawgoo Valley
  Exeter, RI
• 08/2014 → 06/2018
  Stonington High School
  Stonington, CT
• 06/2019 → 08/2019
  Hardy Home Builders
  Stonington, CT
• 07/2018 → 09/2018
  Troon Golf - Lake Of Isles
  North Stonington, CT
• 09/2018 → 05/2022
  Fairfield University
  Fairfield, CT
• 09/2018 → 06/2019
  Unemployed
  Stonington, CT
• 06/2022 → 08/2022
  Unemployed
  Stonington, CT
• 08/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-02-10

Other Names

• Jaden William Stefanski
• Jaden Stefanski