Jennie P. Landefeld
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LAS VEGAS, NV
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CRD#: 2623788
Professional summary
Jennie Patricia Landefeld, CFP®, who also goes by Jennie P Landefeld, Jennie Landefeld, Tricia Landefeld, Jennie Patricia Whipple, Tricia Whipple, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Las Vegas, Nevada and FIDELITY BROKERAGE SERVICES LLC located in Henderson, Nevada.
Jennie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jennie has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with clients to educate them how to create a sound financial picture. I have worked with Fidelity since 1996 and in that time I have had the opportunity to help my clients with their diverse needs. My goal is to ensure my clients feel comfortable and have a high level of trust in their advisor.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Budgeting
Investment Planning
Retirement Planning
Retirement Income Management
Insurance Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Jennie P Landefeld | Jennie Landefeld | Tricia Landefeld | Jennie Patricia Whipple | Tricia Whipple
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 Jennie Patricia Landefeld'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®
CFP®
Start date: 2009
Education
George Fox University
Master of Business Administration (MBA) - Business
2012
Westminster College
Bachelor of Arts (BA) - History
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2225 Village Walk Drive Shops At Green Valley Ranch Ste, Henderson, NV 89052-5680RIA
CRD#: 104555
LAS VEGAS, NV
Current
July 25, 1996 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2225 Village Walk Drive, Ste 199 Shops At Green Valley Ranch, Henderson, NV 89052BD
CRD#: 7784
Henderson, NV
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HENDERSON, NV
Past
July 21, 2003 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HENDERSON, NV
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(4/2/2024)
RR
Alaska(6/24/2022)
RR
Arizona(8/6/1996)
RR
California(8/6/1996)
RR
Colorado(1/3/2020)
RR
Connecticut(3/12/2021)
RR
Delaware(7/17/2024)
RR
Florida(5/22/2019)
RR
Georgia(9/10/2018)
RR
Hawaii(7/24/2025)
RR
Idaho(4/6/1998)
RR
Illinois(1/6/2017)
RR
Indiana(3/4/2022)
RR
Iowa(11/20/2019)
RR
Kansas(8/14/2017)
RR
Louisiana(2/12/2021)
RR
Massachusetts(5/5/2021)
RR
Michigan(8/13/2021)
RR
Minnesota(1/5/2016)
RR
Mississippi(9/9/2022)
RR
Montana(3/4/2022)
RR
Nebraska(2/16/2024)
RR
Nevada(8/6/1996)
IAR
Nevada(3/31/2025)
RR
New Jersey(1/6/2017)
RR
New Mexico(8/8/2020)
RR
New York(1/4/2019)
RR
North Carolina(1/3/2020)
RR
Ohio(3/2/2022)
RR
Oklahoma(5/29/2020)
RR
Oregon(8/6/1996)
RR
Pennsylvania(9/9/2022)
RR
South Carolina(8/8/2020)
RR
Tennessee(1/7/2022)
RR
Texas(1/5/2016)
IAR
Texas(3/31/2025)
RR
Utah(9/11/2015)
RR
Virginia(4/9/2021)
RR
Washington(8/6/1996)
RR
Wisconsin(5/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Vice President, Financial ConsultantCRD#: 104555Las Vegas, NVTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
