Jennifer L. Mennel
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
FRANKLIN, TN
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CRD#: 3067830
Professional summary
Jennifer Lynn Mennel, who also goes by Jennifer L Mennel, Jennifer Lynn Mennel, Jennifer Lynn Tucker, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Franklin, Tennessee and FIDELITY BROKERAGE SERVICES LLC located in Ft. Lauderdale, Florida.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jennifer has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
As a Relationship Manager with a decade of financial services experience, I help generations of families by delivering outstanding personalized service. I serve as a primary point of contact committed to delivering superior service based on individual needs and preferences. Should deeper wealth planning support be required, I can facilitate a discussion with a Wealth Management Adviser.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer L Mennel | Jennifer Lynn Mennel | Jennifer Lynn Tucker
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.
OAA#: 50089 | Org Name:JM Realty | Org Addr:BOUNTIFUL, UT, US | Nature of Bus:Real estate sales agent. | Invst Rel:Y | Title:Real Estate Agent | Duties:Facilitate real estate transactions. | Start Dt:06/13/2017 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Mennel'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
Western Governors University
Bachelor of Business Administration - Business Administration
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FRANKLIN, TN
Current
October 23, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 450 N. Federal Highway Suite 200 / 300, Ft. Lauderdale, FL 33301BD
CRD#: 7784
Ft. Lauderdale, FL
Past
October 15, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FRANKLIN, TN
Past
July 13, 2018 - October 8, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FRANKLIN, TN
Past
November 15, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
July 18, 2012 - October 19, 2012
MORGAN STANLEY
RIA
CRD#: 149777
SOUTH JORDAN, UT
Past
September 19, 2011 - October 19, 2012
MORGAN STANLEY
BD
CRD#: 149777
SOUTH JORDAN, UT
Past
May 4, 2010 - October 7, 2010
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SALT LAKE CITY, UT
Past
October 6, 2006 - June 2, 2009
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANDY, UT
Past
June 23, 2004 - May 15, 2006
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
FISHERS, IN
Past
September 4, 1998 - October 23, 2000
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
July 6, 1998 - August 4, 1998
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(11/17/2020)
RR
Arkansas(11/17/2020)
RR
California(10/24/2013)
RR
Colorado(11/4/2013)
RR
Connecticut(10/24/2013)
RR
Delaware(11/17/2020)
RR
District of Columbia(10/25/2013)
RR
Florida(10/25/2013)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(10/23/2013)
RR
Indiana(10/28/2013)
RR
Iowa(10/28/2013)
RR
Kansas(10/28/2013)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(12/12/2013)
RR
Michigan(11/19/2013)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(10/24/2013)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(11/17/2020)
RR
New Hampshire(11/17/2020)
RR
New Jersey(10/28/2013)
RR
New Mexico(11/17/2020)
RR
New York(10/29/2013)
RR
North Carolina(10/25/2013)
RR
North Dakota(11/17/2020)
RR
Ohio(10/24/2013)
RR
Oklahoma(11/17/2020)
RR
Oregon(10/30/2013)
RR
Pennsylvania(10/24/2013)
RR
Puerto Rico(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(10/28/2013)
RR
South Dakota(11/17/2020)
RR
Tennessee(10/30/2013)
IAR
Tennessee(3/31/2025)
RR
Texas(11/6/2013)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(11/17/2020)
RR
Virgin Islands(1/6/2024)
RR
Virginia(10/25/2013)
RR
Washington(10/24/2013)
RR
West Virginia(11/17/2020)
RR
Wisconsin(10/24/2013)
RR
Wyoming(11/17/2020)
Exams
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
Wealth Management Senior Relationship ManagerCRD#: 104555Franklin, TNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
