Jesse Burns

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

• 08/2016 → 03/2018
  Charles Schwab & Co., Inc
  Richfield, OH
• 03/2018 → 09/2019
  J.P Morgan Securities Llc
  Ravenna, OH
• 03/2018 → 09/2019
  Jpmorgan Chase Bank, N.A.
  Ravenna, OH
• 09/2019 → 05/2021
  Pnc Investments
  North Canton, OH
• 05/2021 → Present
  Fidelity Investments
  Charlotte, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-10-17 → 2021-05-20
  Pnc Wealth Management Llc
  North Canton, OH
  Canton, OH
  Canton, OH
• 2018-04-10 → 2019-09-25
  J.P. Morgan Securities Llc
  Ravenna, OH
• 2017-08-10 → 2018-03-20
  Charles Schwab & Co., Inc.
  Richfield, OH

Exams

• S66 Uniform Combined State Law Examination
  2017-08-10

Other Names

• Jesse Taylor Burns
• Jesse Burns