Jennifer L. Curtis
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
RALEIGH, NC
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CRD#: 4752893
Professional summary
Jennifer Lynn Curtis, CFP®, who also goes by Jennifer Lynn Bowley, Jennifer Lynn Curtis, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Raleigh, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Raleigh, North Carolina.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jennifer has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
Through my 13 years with Fidelity, I have partnered with clients and their families to help navigate through financial complexities and empower them to work towards their goals. I take great care to truly listen to the needs, wants and concerns of my clients and am committed to working together to create and execute a plan that is tailored for you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Lynn Bowley | Jennifer Lynn Curtis
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 Jennifer Lynn Curtis'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®
Education
University of North Carolina at Wilmington
Bachelor of Arts (BA) - Environmental Sciences
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859RIA
CRD#: 104555
RALEIGH, NC
Current
January 29, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4509 Creedmoor Road Suite 101, Raleigh, NC 27612BD
CRD#: 7784
Raleigh, NC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RALEIGH, NC
Past
June 1, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
RALEIGH, NC
Past
January 3, 2005 - October 15, 2008
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
RALEIGH, NC
Past
August 19, 2004 - October 15, 2008
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
RALEIGH, NC
Past
March 30, 2004 - July 14, 2004
OXFORD FINANCIAL GROUP
BD
CRD#: 40700
HOUSTON, TX
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
Arizona(5/19/2023)
RR
Connecticut(4/23/2020)
RR
District of Columbia(1/4/2019)
RR
Florida(2/16/2010)
RR
Georgia(10/30/2019)
RR
Indiana(10/30/2019)
RR
Maryland(1/2/2013)
RR
Missouri(10/30/2019)
RR
New Mexico(10/14/2024)
RR
New York(2/16/2010)
RR
North Carolina(1/29/2010)
IAR
North Carolina(3/31/2025)
RR
Oklahoma(3/2/2024)
RR
Pennsylvania(7/14/2021)
RR
South Carolina(2/16/2010)
RR
Tennessee(11/5/2021)
RR
Texas(3/12/2021)
IAR
Texas(3/31/2025)
RR
Virginia(2/16/2010)
RR
Washington(5/12/2021)
RR
Wyoming(6/3/2021)
Exams
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, Wealth PlannerCRD#: 104555Raleigh, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
