Jessica Berlly
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsApr 2026 to now
- UnemployedFeb 2026 to Apr 2026
- Sunita Gill (UBS)Dec 2025 to Feb 2026
- UnemployedAug 2025 to Dec 2025
- DefunctJun 2025 to Aug 2025
- UnemployedOct 2024 to Jun 2025
- Kalyn McnamaraSep 2024 to Oct 2024
- UnemployedAug 2024 to Sep 2024
- Gianna Terracino (strategies for Wealth)Jun 2024 to Aug 2024
- UnemployedSep 2023 to Jun 2024
- Elaine Devlieger (jackson National Life Insurance)Aug 2023 to Sep 2023
- UnemployedAug 2022 to Aug 2023
- Knoll Country ClubMay 2022 to Aug 2022
- Dujuan Wiley (im West Circle)Jan 2022 to May 2022
- UnemployedAug 2021 to Jan 2022
- DefunctAug 2019 to Aug 2021
- UnemployedFeb 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 8185262
- Firm CRD
- 104555