Jamar T Miller

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

• 09/2005 → Present
  Fidelity Inestments
  Westlake, TX
• 01/2008 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Dallas, TX
  Westlake, TX
• 2007-05-02 → 2018-07-13
  Strategic Advisers Llc
  Houston, TX
  Southlake, TX
  Westlake, TX
  Dallas, TX
• 2005-05-03 → 2005-08-09
  Secu Brokerage Services
  Dallas, TX
• 2002-09-11 → 2005-04-19
  Valic Financial Advisors, Inc.
  Addison, TX

Other Businesses

OBA-61146|OrgNmn:Miller Holding Group|Org Addr:Dallas,Texas,US|OBA Nature:LLC for Family Property|Invst Rel:Y|Title:Owner|Duties:Communicate with tenants, collect rent, maintain property and may involve buying and selling property. |StrtDt:07-21-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-18
• S63 Uniform Securities Agent State Law Examination
  1999-06-10

Other Names

• Jay Miller
• Jamar Trent Miller