Jessica Diem Huynh Curtis

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

• 12/2017 → Present
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 10/2016 → 11/2017
  First Bank Of Colorado
  Denver, CO
• 09/2016 → 12/2017
  Aramark Food Services
  Denver, CO
• 08/2016 → 12/2016
  Metropolitan State University Of Denver
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-10-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2018-10-12
• S63 Uniform Securities Agent State Law Examination
  2018-01-24

Other Names

• Jessica Diem Huynh
• Jessi Huynh
• Jessica Huynh
• Jessica Diem Curtis