Jamell C. Wright

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

• 04/2023 → 12/2023
  Ubs Financial Services Inc.
  Charlotte, NC
• 12/2022 → 12/2023
  Us Army Reserve
  Cary, NC
• 02/2023 → 04/2023
  Fidelity Investment
  Durham, NC
• 08/2009 → 12/2022
  Us Army
  Fayetteville, NC
• 12/2023 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Charlotte, NC
• 2024-01-17 → 2024-11-26
  Fidelity Personal And Workplace Advisors
  Charlotte, NC
• 2023-09-26 → 2023-12-14
  Ubs Financial Services Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-09-26

Other Names

• Jamell Courtney Wright