Jeffrey Ng

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

• 09/2013 → 06/2017
  University Of California, Riverside
  Riverside, CA
• 08/2016 → 09/2016
  M Holdings Securities, Inc
  San Jose, CA
• 08/2017 → 06/2020
  Axa-Advisors, Llc
  New York, NY
• 08/2017 → 07/2020
  Equitable Advisors, Llc
  New York, NY
• 08/2020 → Present
  Fidelity Investments
  Rancho Cucamonga, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Rancho Cucamonga, CA
• 2017-10-19 → 2020-08-03
  Equitable Advisors, Llc
  Los Angeles, CA
  Danville, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-09-26

Other Names

• Jeff Ng
• Jeffrey T Ng
• Jeffrey Thomas Ng