Jennifer J. Meredith

STRATEGIC ADVISERS LLC

DULUTH, GA

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CRD#: 4962072

Professional summary

Jennifer Johnson Meredith, CFP®, who also goes by Jennifer Lynn Johnson, Jennifer J Meredith, Jen Meredith, Jennifer Johnson Meredith, Jennifer Meredith, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Duluth, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Alpharetta, Georgia.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jennifer has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Lynn Johnson | Jennifer J Meredith | Jen Meredith | Jennifer Johnson Meredith | Jennifer Meredith

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 Johnson Meredith'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

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269

RIA

CRD#: 104555

DULUTH, GA

Current

May 16, 2024 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11800 Amberpark Drive Suite 140, Alpharetta, GA 30009

CRD#: 7784

ALPHARETTA, GA

Past

May 30, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ALPHARETTA, GA

Past

January 22, 2021 - March 13, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Atlanta, GA

Past

November 10, 2020 - March 13, 2024

MORGAN STANLEY

CRD#: 149777

Atlanta, GA

Past

May 8, 2019 - October 15, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DUNWOODY, GA

Past

April 25, 2019 - October 14, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

DUNWOODY, GA

Past

January 8, 2018 - April 26, 2019

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

December 11, 2015 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

Atlanta, GA

Past

October 22, 2015 - April 26, 2019

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

ATLANTA, GA

Past

June 4, 2014 - July 23, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

BIRMINGHAM, AL

Past

June 4, 2014 - July 23, 2015

LPL FINANCIAL LLC

CRD#: 6413

BIRMINGHAM, AL

Past

January 9, 2013 - April 8, 2014

TD AMERITRADE, INC.

RIA

CRD#: 7870

BIRMINGHAM, AL

Past

January 9, 2013 - April 8, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

BIRMINGHAM, AL

Past

January 9, 2013 - April 8, 2014

TD AMERITRADE, INC.

CRD#: 7870

BIRMINGHAM, AL

Past

September 20, 2012 - November 30, 2012

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

BIRMINGHAM, AL

Past

September 5, 2012 - November 30, 2012

CHARLES SCHWAB & CO., INC.

CRD#: 5393

BIRMINGHAM, AL

Past

July 6, 2005 - July 24, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ABILENE, TX

Past

May 30, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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

Alabama
(12/17/2024)

California
(5/6/2025)

Florida
(12/17/2024)

Georgia
(5/16/2024)

IAR

Georgia
(3/31/2025)

Kentucky
(1/4/2025)

Louisiana
(1/4/2025)

Michigan
(4/30/2025)

Mississippi
(1/4/2025)

New York
(9/25/2025)

North Carolina
(12/17/2024)

South Carolina
(12/17/2024)

Tennessee
(12/17/2024)

Texas
(1/4/2025)

IAR

Texas
(10/10/2025)

Virginia
(1/4/2025)

Washington
(10/30/2025)

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: 9/15/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/17/2012

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: 9/4/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/28/2005

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.

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Advisor Monitoring

Firm Stability Insights

Jennifer J. Meredith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MORGAN STANLEY

MORGAN STANLEY

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2021

Series 63

Date: 9/17/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/4/2012

Series 6

Date: 5/28/2005

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

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