Jaden James Beulah

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

• 12/2024 → 12/2024
  The University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 05/2023 → 08/2023
  Spiffy - On-Demand Car Care
  Durham, NC
• 06/2015 → 06/2018
  Rogers-Herr Middle
  Durham, NC
• 07/2022 → 03/2025
  The University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 01/2024 → 06/2025
  Leisure N Luxury Llc
  Charlotte, NC
• 06/2022 → 07/2022
  The Sanczyk Group At Northwestern Mutual
  Remote, NJ
• 05/2024 → 06/2025
  Music By Jaden
  Durham, NC
• 05/2021 → 07/2021
  Harris Teeter
  Durham, NC
• 12/2024 → 03/2025
  Fidelity Investments
  Durham, NC
• 06/2018 → 06/2022
  Jdc Early College H
  Durham, NC
• 07/2021 → 09/2021
  Mike D'S Bbq Llc
  Durham, NC
• 07/2022 → 01/2024
  Ymca Of The Triangle
  Durham, NC
• 06/2025 → Present
  Fidelity Investments
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24
• S63 Uniform Securities Agent State Law Examination
  2025-08-08

Other Names

• Jaden Beulah