Jennifer Martinez
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedAug 2025 to Oct 2025
- Dg Insurance AgencyJul 2025 to Aug 2025
- NatipetsFeb 2025 to Jul 2025
- UnemployedSep 2024 to Feb 2025
- UpsNov 2020 to Sep 2024
- AmazonAug 2020 to Nov 2020
- UnemployedApr 2020 to Aug 2020
- Just SaladJan 2020 to Apr 2020
- FedexNov 2019 to Jan 2020
- UpsJan 2019 to Nov 2019
- FedexNov 2018 to Jan 2019
- White CastleJul 2017 to Nov 2018
- High SchoolMar 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8183633
- Firm CRD
- 104555