Jennifer Leite

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

• 03/2016 → 03/2019
  Wells Fargo Bank, Na
  Ridgefield, CT
• 07/2017 → 06/2021
  Wells Fargo Clearing Services, Llc
  New Milford, CT
• 06/2021 → 04/2022
  Ameriprise Financial Services, Llc
  Shelton, CT
• 11/2018 → 04/2019
  Gamestop Inc
  Danbury, CT
• 04/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Milford, CT
• 2021-07-07 → 2022-04-19
  Ameriprise Financial Services, Llc
  Shelton, CT
• 2017-11-03 → 2021-06-24
  Wells Fargo Clearing Services, Llc
  Ridgefield, CT
  Purchase, NY
  Danbury, CT
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-03
• S63 Uniform Securities Agent State Law Examination
  2017-10-13

Other Names

• Jennifer Leite
• Jennifer Marie Leite