Jacques Mayo

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

• 06/2017 → 10/2017
  Foresters Financial
  Philadelphia, PA
• 07/2013 → 05/2017
  University Of Delaware
  Newark, DE
• 06/2018 → 08/2018
  Foresters Advisory Services
  Philadelphia, PA
• 10/2017 → 08/2018
  Foresters Advisory Services
  Philadelphia, PA
• 09/2018 → 04/2021
  Jpmorgan Chase Bank, N.A.
  Newark, DE
• 10/2018 → 04/2021
  Jpmorgan Securities, Llc.
  Newark, DE
• 06/2020 → 04/2021
  Good B Investments Llc
  Middletown, DE
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wilmington, DE
  Glenolden, PA
• 2018-06-01 → 2018-08-30
  Foresters Advisory Services, Llc
  Philadelphia, PA

Other Businesses

OBA-59084|OrgNmn:Good B Investments LLC|Org Addr:Middletown,Delaware,US|OBA Nature:Investment Real Estate Holding|Invst Rel:Y|Title:Partner|Duties:Oversee property purchases, renovations, and rentals|StrtDt:06-01-20|TotHrs/mon:30|TrdHrs/mon:5|OBA-123670|OrgNmn:Good B Storage and Rentals LLC|Org Addr:Middeltown,Delaware,US|OBA Nature:Own and operate rental real es|Invst Rel:Y|Title:Partner|Duties:Analyzing and due diligence on acquisition targets. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:2|

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-18
• S63 Uniform Securities Agent State Law Examination
  2017-07-17

Other Names

• Jacques Ricardo Mayo