Lynne R. Jennings
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
POWHATAN, VA
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CRD#: 1933596
Professional summary
Lynne Renee Jennings, who also goes by Lynne R Jennings, Lynne Renee Zimmerman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Powhatan, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Midlothian, Virginia.
Lynne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Lynne has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
As a Wealth Management Relationship Manager, I strive to contribute to a high performance work culture and provide customized services to sophisticated clients seeking a tailored high touch relationship and help our clients plan for long term financial well being.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lynne R Jennings | Lynne Renee Zimmerman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lynne Renee Jennings's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Virginia Commonwealth University
Business - Marketing
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15521 Midlothian Tpke, Midlothian, VA 23113RIA
CRD#: 104555
POWHATAN, VA
Current
August 13, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15521 Midlothian Tpke Suite 101, Midlothian, VA 23113BD
CRD#: 7784
MIDLOTHIAN, VA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MIDLOTHIAN, VA
Past
December 7, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MIDLOTHIAN, VA
Past
December 12, 2008 - July 16, 2010
FIRST CLEARING, LLC
BD
CRD#: 17344
ST. LOUIS, MO
Past
December 9, 2005 - June 10, 2008
FIRST CLEARING, LLC
BD
CRD#: 17344
RICHMOND, VA
Past
October 2, 2003 - December 9, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
July 2, 2002 - October 1, 2003
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
June 25, 2001 - July 15, 2002
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
October 1, 1999 - June 28, 2000
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
June 14, 1996 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
BD
CRD#: 6124
CHARLOTTE, NC
Past
October 21, 1992 - April 4, 1996
BRANCH, CABELL & CO., INC.
BD
CRD#: 6820
RICHMOND, VA
Past
February 3, 1992 - December 1, 1993
FORTH FINANCIAL SECURITIES, CORPORATION
BD
CRD#: 14363
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/20/2022)
RR
Alaska(7/20/2022)
RR
Arizona(7/20/2022)
RR
Arkansas(7/20/2022)
RR
California(7/19/2022)
RR
Colorado(7/20/2022)
RR
Connecticut(7/20/2022)
RR
Delaware(7/20/2022)
RR
District of Columbia(7/19/2022)
RR
Florida(7/19/2022)
RR
Georgia(7/20/2022)
RR
Hawaii(7/20/2022)
RR
Idaho(7/20/2022)
RR
Illinois(7/20/2022)
RR
Indiana(7/20/2022)
RR
Iowa(7/20/2022)
RR
Kansas(7/20/2022)
RR
Kentucky(7/20/2022)
RR
Louisiana(7/20/2022)
RR
Maine(7/20/2022)
RR
Maryland(7/19/2022)
RR
Massachusetts(1/3/2012)
RR
Michigan(7/20/2022)
RR
Minnesota(7/20/2022)
RR
Mississippi(7/20/2022)
RR
Missouri(7/20/2022)
RR
Montana(7/20/2022)
RR
Nebraska(7/20/2022)
RR
Nevada(7/20/2022)
RR
New Hampshire(7/20/2022)
RR
New Jersey(7/20/2022)
RR
New Mexico(7/20/2022)
RR
New York(7/20/2022)
RR
North Carolina(7/19/2022)
RR
North Dakota(7/20/2022)
RR
Ohio(7/21/2022)
RR
Oklahoma(7/20/2022)
RR
Oregon(7/20/2022)
RR
Pennsylvania(7/19/2022)
RR
Puerto Rico(7/20/2022)
RR
Rhode Island(7/20/2022)
RR
South Carolina(7/20/2022)
RR
South Dakota(7/20/2022)
RR
Tennessee(7/20/2022)
RR
Texas(1/3/2012)
IAR
Texas(3/31/2025)
RR
Utah(8/22/2016)
RR
Vermont(7/20/2022)
RR
Virgin Islands(7/20/2022)
RR
Virginia(8/13/2010)
IAR
Virginia(3/31/2025)
RR
Washington(7/20/2022)
RR
West Virginia(7/20/2022)
RR
Wisconsin(7/20/2022)
RR
Wyoming(7/20/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/3/2003
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Senior Relationship ManagerCRD#: 104555Powhatan, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
