Charline Jacques

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

• 04/2018 → 06/2021
  Capital City Bank
  Tallahassee, FL
• 04/2015 → 04/2018
  Florida State University Credit Union
  Tallahassee, FL
• 04/2018 → 06/2021
  Lpl Financial Llc
  Tallahassee, FL
• 10/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 07/2021 → 09/2021
  Tc Federal Bank
  Tallahassee, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Brandon, FL
  Riverview, FL
  Jacksonville, FL
  Tampa, FL
• 2019-10-24 → 2021-07-02
  Lpl Financial Llc
  Tallahassee, FL

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2019-10-22

Other Names

• Charline Jacques