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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
TX RA APPROVED 2026-08-26
  • FL RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246 • United States

Jacksonville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Jacksonville FL 02/2025 05/2025
Jacksonville Jaguars Jacksonville FL 04/2023 02/2025
Unemployed Saint Johns FL 08/2022 04/2023
Unemployed Saint Johns FL 05/2018 08/2018
Bartram Trail High School Saint Johns FL 08/2014 05/2018
Atlanta Falcons Flowery Branch GA 05/2022 08/2022
University Athletic Association Gainesville FL 07/2020 05/2022
Fidelity Investments Jacksonville FL 05/2025 Present
University Of Florida Gainesville FL 08/2018 05/2022
  • 02/2025 → 05/2025
    Unemployed
    Jacksonville, FL
  • 04/2023 → 02/2025
    Jacksonville Jaguars
    Jacksonville, FL
  • 08/2022 → 04/2023
    Unemployed
    Saint Johns, FL
  • 05/2018 → 08/2018
    Unemployed
    Saint Johns, FL
  • 08/2014 → 05/2018
    Bartram Trail High School
    Saint Johns, FL
  • 05/2022 → 08/2022
    Atlanta Falcons
    Flowery Branch, GA
  • 07/2020 → 05/2022
    University Athletic Association
    Gainesville, FL
  • 05/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2018 → 05/2022
    University Of Florida
    Gainesville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2025-08-06
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2025-08-06
Other Names
  • Jeffrey Kennett
  • Jeffrey A Kennett

View on SEC IAPD

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