Jennifer M. Chadwell
Professional summary
Jennifer M. Chadwell, who also goes by Jennifer M Baumgardt, Jennifer Baumgardt, Jennifer M Chadwell, Jennfier M Farrell, Jennifer M Farrell, Jennifer M Renfrow, Jennifer Marie Renfrow, Jennifer M Rentschler, Jennifer M Smith, Jennifer Marie Smith, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Lafayette, Indiana and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jennifer has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer M. Chadwell's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
October 15, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 Howe Drive, Covington, KY 41015November 3, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 25, 2020 - September 29, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 25, 2020 - September 29, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 4, 2015 - September 22, 2020
THE HUNTINGTON INVESTMENT COMPANY
December 4, 2015 - September 22, 2020
THE HUNTINGTON INVESTMENT COMPANY
April 6, 2015 - August 14, 2015
CETERA INVESTMENT ADVISERS LLC
April 6, 2015 - August 14, 2015
CETERA INVESTMENT SERVICES LLC
February 3, 2014 - April 16, 2015
VALIC FINANCIAL ADVISORS, INC.
February 3, 2014 - April 16, 2015
VALIC FINANCIAL ADVISORS, INC.
January 21, 2014 - January 31, 2014
THE HUNTINGTON INVESTMENT COMPANY
June 2, 2011 - January 31, 2014
THE HUNTINGTON INVESTMENT COMPANY
February 5, 2007 - April 28, 2011
FIFTH THIRD SECURITIES, INC.
May 10, 2006 - January 23, 2007
VALIC FINANCIAL ADVISORS, INC.
May 19, 2004 - May 4, 2006
FIFTH THIRD SECURITIES, INC.
June 11, 2001 - April 7, 2004
BANC ONE SECURITIES CORPORATION
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
