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Jymes Blanc

Strategic Advisers LLC

Tampa, FL

CRD 6749575

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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 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Tampa, 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
Morgan Stanley Temple Terrace FL 02/2017 06/2021
State Farm Insurance Saint Petersburg FL 08/2016 02/2017
Morgan Stanley Private Bank, N.A. New York NY 07/2018 06/2021
Fidelity Investments Tampa FL 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 06/2021
    Morgan Stanley
    Temple Terrace, FL
  • 08/2016 → 02/2017
    State Farm Insurance
    Saint Petersburg, FL
  • 07/2018 → 06/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 07/2021 → Present
    Fidelity Investments
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tampa, FL
  • 2017-07-21 → 2021-06-28
    Morgan Stanley
    Tampa, FL
    South Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-20
  • S66 Uniform Combined State Law Examination
    2017-07-20

View on SEC IAPD

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