Janet K. Kalberer

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CRD#: 3064606

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Janet K Kalberer, who also goes by Janet Koepke Kalberer, Janet Lynne Kalberer, Janet Lynne Koepke, was a registered financial professional .

Janet is a previously registered financial professional and started their career in finance in 1998. Janet had worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 24, Series 51, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Janet Koepke Kalberer | Janet Lynne Kalberer | Janet Lynne Koepke

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 24, 2015 - April 15, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TYSONS CORNER, VA

Past

June 9, 2015 - April 13, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TYSONS CORNER, VA

Past

April 27, 2006 - May 27, 2015

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

WESTLAKE, TX

Past

February 22, 2001 - May 18, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

MOORESTOWN, NJ

Past

June 9, 2000 - May 18, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

March 8, 1999 - November 30, 1999

SUMMIT FINANCIAL SERVICES GROUP, INC.

CRD#: 7246

BETHLEHEM, PA

Past

July 16, 1998 - October 26, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 16, 1998 - October 26, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

STRATEGIC ADVISERS LLC

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/16/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/31/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/21/2008

General Securities Principal Examination

Principal/Supervisory Exam

Series 51

Date: 4/21/2008

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 5/6/2002

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 2/22/2002

General Securities Sales Supervisor - General Module Examination

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

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Firm Stability Insights

Janet K. Kalberer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

SUMMIT FINANCIAL SERVICES GROUP, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2015

Series 66

Date: 10/16/2000

Series 63

Date: 7/31/1998

SIE

Date: 4/13/2016

Series 7

Date: 7/14/1998

Series 24

Date: 8/21/2008

Series 51

Date: 4/21/2008

Series 9

Date: 5/6/2002

Series 10

Date: 2/22/2002

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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