Jeffrey Rainess

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 → 05/2024
  Guardian Life Insurance Co Of America
  Wall, NJ
• 08/2017 → 05/2024
  Park Avenue Securities, Llc
  Wall, NJ
• 07/2016 → 05/2024
  Holmdel Board Of Education
  Holmdel, NJ
• 09/2017 → 05/2024
  Holmdel Board Of Education
  Holmdel, NJ
• 06/2024 → Present
  Fidelity Investments
  Manalapan, NJ
• 02/2016 → 08/2017
  Saas Solutions, Llc
  Media, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Manalapan, NJ
• 2018-05-02 → 2024-05-30
  Park Avenue Securities Llc
  Wall, NJ

Exams

• S66 Uniform Combined State Law Examination
  2018-04-27

Other Names

• Jeff Rainess
• Jeffrey Alan Rainess
• Jeffrey Rainess