Jennifer Metcalf

STRATEGIC ADVISERS LLC | Financial Consultant

CARMEL VALLEY, CA

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CRD#: 4611906

Professional summary

Jennifer Metcalf, CFP®, who also goes by Jennifer Anne Maican, Jennifer Anne Metcalf, Jennifer Anne Schwab, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Carmel Valley, California and FIDELITY BROKERAGE SERVICES LLC located in Monterey, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jennifer has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I bring over 16 years of experience as a financial advisor and a strong work ethic to my role as Financial Consultant with Fidelity Investments. I put clients at the center of the financial relationship and collaborate with them to create efficient financial plans that are geared toward providing peace of mind. I hold the CERTIFIED FINANCIAL PLANNER™ certification, I have a Bachelor's degree in Finance, cum laude, and I place a premium on providing attentive and tailored financial guidance.   

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Estate Planning

Comprehensive Financial Planni...

Business Succession Planning

Education Planning

Investment Planning

Tax Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Jennifer Anne Maican | Jennifer Anne Metcalf | Jennifer Anne Schwab

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) - RIA

Click below to view Jennifer Metcalf's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2017

Education

College for Financial Planning

Certificate - Investments, Retirement Planning, Insurance, Tax Planning, Estate Planning, Education Funding

2017

University of Baltimore

Bachelor of Science (BS) - Finance

2004

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 553 Munras Ave, Monterey, CA 93940

RIA

CRD#: 104555

CARMEL VALLEY, CA

Current

April 29, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 553 Munras Ave, Monterey, CA 93940

CRD#: 7784

Monterey, CA

Past

May 3, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MONTEREY, CA

Past

March 19, 2018 - April 28, 2021

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MONTEREY, CA

Past

March 19, 2018 - April 28, 2021

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MONTEREY, CA

Past

July 18, 2014 - March 22, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CARMEL, CA

Past

June 19, 2014 - March 22, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CARMEL, CA

Past

July 8, 2009 - September 30, 2009

SIGNATOR INVESTORS, INC.

CRD#: 468

WALNUT CREEK, CA

Past

September 3, 2004 - March 10, 2009

SIGNATOR INVESTORS, INC.

CRD#: 468

PITTSBURGH, PA

Past

December 11, 2002 - April 8, 2003

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

December 11, 2002 - April 8, 2003

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Arizona
(8/28/2025)

Arkansas
(1/3/2025)

California
(4/29/2021)

IAR

California
(3/31/2025)

Colorado
(10/8/2021)

Florida
(7/8/2022)

Georgia
(9/1/2023)

Hawaii
(5/12/2022)

Idaho
(12/8/2021)

Illinois
(10/8/2021)

Maryland
(10/5/2022)

Massachusetts
(5/3/2024)

Missouri
(12/9/2021)

Montana
(5/19/2023)

New Hampshire
(3/5/2025)

New Mexico
(9/9/2022)

New York
(12/8/2021)

North Carolina
(3/25/2023)

Ohio
(1/6/2025)

Oregon
(5/6/2022)

Pennsylvania
(1/7/2022)

South Carolina
(5/12/2022)

Tennessee
(3/25/2023)

Texas
(5/18/2022)

IAR

Texas
(3/31/2025)

Utah
(10/8/2021)

Vermont
(1/7/2022)

Virginia
(1/13/2022)

Washington
(5/12/2022)

Wyoming
(4/16/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/13/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/19/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/10/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jennifer Metcalf

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Metcalf's CRS (Customer Relationship Summary).

Certified licenses

Education

College for Financial Planning

University of Baltimore

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2014

Series 63

Date: 7/13/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/19/2014

Series 6

Date: 12/10/2002

FINRA

New York Stock Exchange

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

Contact information

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