Jeffrey M. Winston
STRATEGIC ADVISERS LLC | Financial Consultant
EAST BRUNSWICK, NJ
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CRD#: 2348714
Professional summary
Jeffrey Mark Winston, who also goes by Jeffrey Mark Winston, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in East Brunswick, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Bridgewater, New Jersey.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 31, Series 10 and Series 9 exams.
Biography
Throughout my nearly two decade financial career, I pride myself in understanding the unique financial needs of my clients and together offer strategies that are inline with their specific goals. I believe that as your Financial Consultant, I must seek first to understand before considering a course of action. The cornerstones of my practice include collaborative comprehension, education, transparency and trustworthiness.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Mark Winston
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.
OBA-124184|OrgNmn:Diana's Dream|Org Addr:East Bruns,New Jersey,US|OBA Nature:Life transition for mentally i|Invst Rel:N|Title:Board Member/committee Chair|Duties:Member of Executive Board oversight of community public relations. Education, placement and training for special needs adults|StrtDt:10-22-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-124180|OrgNmn:East Brunswick New Jersey Board of Education|Org Addr:East Bruns,New Jersey,US|OBA Nature:Board of Education Member|Invst Rel:N|Title:Board of Education member|Duties:Assuring school district is run well through member oversite|StrtDt:01-01-26|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Mark Winston'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
The College of New Jersey
Bachelor of Arts (BA) - Communications
1983
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807-5530RIA
CRD#: 104555
EAST BRUNSWICK, NJ
Current
September 14, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807BD
CRD#: 7784
Bridgewater, NJ
Past
September 23, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BRIDGEWATER, NJ
Past
November 9, 2015 - July 9, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
EAST BRUNSWICK, NJ
Past
September 21, 2015 - July 9, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
EAST BRUNSWICK, NJ
Past
April 27, 2007 - January 8, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PLANTATION, FL
Past
November 14, 2003 - January 10, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ORLANDO, FL
Past
October 31, 2003 - January 10, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 1, 2003 - November 4, 2003
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ORLANDO, FL
Past
July 1, 2003 - November 4, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
August 20, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
ORLANDO, FL
Past
August 20, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
June 18, 1993 - September 20, 1999
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
California(7/11/2022)
RR
Connecticut(9/29/2023)
RR
Delaware(3/28/2023)
RR
Florida(9/22/2020)
RR
Illinois(3/6/2024)
RR
Maine(1/6/2025)
RR
Maryland(2/7/2025)
RR
Montana(9/16/2025)
RR
New Hampshire(10/21/2025)
RR
New Jersey(9/15/2020)
IAR
New Jersey(3/31/2025)
RR
New Mexico(8/16/2021)
RR
New York(9/22/2020)
RR
North Carolina(10/28/2021)
RR
Ohio(5/5/2024)
RR
Pennsylvania(9/22/2020)
RR
South Carolina(10/11/2021)
IAR
Texas(3/31/2025)
RR
Washington(3/12/2021)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555East Brunswick, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
