Jamie D. Ray

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

• 01/2000 → 09/2016
  Valentine Trucking, Inc
  Burleson, TX
• 10/2016 → 02/2017
  Unemployed
  Burleson, TX
• 02/2017 → 02/2017
  Axa Advisors, Llc
  New York, NY
• 02/2017 → 10/2021
  Miles Sawyer-Wicker
  Fort Worth, TX
• 07/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2017 → 10/2021
  Equitable Advisors, Llc
  New York, NY
• 10/2021 → Present
  Fidelity Brokerage Services
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-12-28
• S63 Uniform Securities Agent State Law Examination
  2017-08-15

Other Names

• Jamie Danielle Valentine
• Jamie Danielle Owens
• Jamie Danielle Ray
• Jamie Ray