Jazzmin Marie Jakubas-Kaynak

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

• 02/2023 → Present
  Fidelity Investments
  Paramus, NJ
• 09/2021 → 10/2022
  Loandepot.cOm,Llc
  Irvine, CA
• 06/2020 → 06/2021
  Crosscountry Mortgage, Llc
  Hoboken, NJ
• 11/2019 → 06/2020
  Citizens Bank, Na
  Fairfield, NJ
• 06/2018 → 12/2019
  Loandepot.cOm,Llc
  Fairfield, NJ
• 05/2017 → 04/2018
  Sheds Usa
  Portsmouth, NH
• 12/2012 → 05/2017
  Tgi Fridays
  Wayne, NJ
• 04/2022 → 05/2022
  Yard House
  East Rutherford, NJ
• 06/2018 → 02/2020
  Essex County Community College
  Newark, NJ
• 10/2022 → 02/2023
  Unemployed
  Cedar Grove, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-01-10
• S63 Uniform Securities Agent State Law Examination
  2023-07-24

Other Names

• Jazzmin Kaynak
• Jazzmin Jakubas