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Jennifer Smith

Strategic Advisers LLC

Charleroi, PA

Pittsburgh, PA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Charleroi, PA • United States

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • 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
Alto Solutions Nashville TN 02/2022 04/2024
Grab The Gold Nashville TN 06/2021 02/2022
Ramsey Solutions Franklin TN 04/2019 04/2021
Reversing Retirement Rockford IL 11/2016 12/2019
Unemployed Franklin TN 04/2021 06/2021
Unemployed Rockford IL 09/2016 11/2016
Fidelity Investments Pittsburgh PA 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 04/2024
    Alto Solutions
    Nashville, TN
  • 06/2021 → 02/2022
    Grab The Gold
    Nashville, TN
  • 04/2019 → 04/2021
    Ramsey Solutions
    Franklin, TN
  • 11/2016 → 12/2019
    Reversing Retirement
    Rockford, IL
  • 04/2021 → 06/2021
    Unemployed
    Franklin, TN
  • 09/2016 → 11/2016
    Unemployed
    Rockford, IL
  • 04/2024 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pittsburgh, PA
    Charleroi, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-16
S63 Uniform Securities Agent State Law Examination 2023-12-30
  • S66 Uniform Combined State Law Examination
    2024-08-16
  • S63 Uniform Securities Agent State Law Examination
    2023-12-30
Other Names
  • Jennifer Kathryn Smith
  • Jennifer Smith

View on SEC IAPD

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