Jeanette M. Barrett
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
BETHESDA, MD
Some features on this profile are disabled
CRD#: 4987469
Professional summary
Jeanette Morgan Barrett, CFP®, who also goes by Jeanette L Barrett, Jeanette L Morgan, Jeanette Lynn Morgan, Jeanette Morgan, Jeanette L Morgan-sims, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bethesda, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Jeanette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeanette has worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Biography
I have spent the last fifteen years working with high-net-worth families, placing a special emphasis on incorporating work place benefits into their overall wealth plan. I appreciate the opportunity to get to know clients, understand their concerns and goals. I believe that it's very important for clients to understand and be involved in creating their wealth plan. I take the time to explain the sometimes confusing topics of personal finance, because informed investors make better decisions.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeanette L Barrett | Jeanette L Morgan | Jeanette Lynn Morgan | Jeanette Morgan | Jeanette L Morgan-Sims
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 Jeanette Morgan Barrett'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 Pennsylvania
Bachelor of Arts (BA) - Economics
2001
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BETHESDA, MD
Current
June 26, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BETHESDA, MD
Past
January 5, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BETHESDA, MD
Past
August 23, 2005 - March 28, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
VOORHEES, NJ
Past
July 27, 2005 - March 28, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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(9/10/2024)
RR
Alaska(7/10/2025)
RR
Arizona(5/3/2024)
RR
Arkansas(8/28/2024)
RR
California(1/5/2016)
RR
Colorado(1/5/2016)
RR
Connecticut(10/23/2013)
RR
Delaware(7/5/2006)
RR
District of Columbia(10/23/2013)
RR
Florida(7/5/2006)
RR
Georgia(1/27/2017)
RR
Hawaii(7/10/2025)
RR
Idaho(7/10/2025)
RR
Illinois(2/10/2014)
RR
Indiana(7/8/2022)
RR
Iowa(9/10/2024)
RR
Kansas(5/28/2024)
RR
Kentucky(6/4/2021)
RR
Louisiana(7/1/2025)
RR
Maine(7/10/2025)
RR
Maryland(5/31/2007)
IAR
Maryland(3/31/2025)
RR
Massachusetts(5/19/2023)
RR
Michigan(9/10/2024)
RR
Minnesota(7/10/2025)
RR
Mississippi(9/10/2024)
RR
Missouri(9/10/2024)
RR
Montana(7/10/2025)
RR
Nebraska(9/10/2024)
RR
Nevada(7/10/2025)
RR
New Hampshire(1/5/2016)
RR
New Jersey(7/5/2006)
RR
New Mexico(7/10/2025)
RR
New York(10/23/2013)
RR
North Carolina(5/1/2017)
RR
North Dakota(7/10/2025)
RR
Ohio(3/4/2024)
RR
Oklahoma(4/16/2020)
RR
Oregon(7/10/2025)
RR
Pennsylvania(6/26/2006)
IAR
Pennsylvania(3/31/2025)
RR
Rhode Island(7/10/2025)
RR
South Carolina(4/28/2017)
RR
South Dakota(9/10/2024)
RR
Tennessee(7/8/2022)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(10/8/2021)
RR
Vermont(10/9/2020)
RR
Virginia(10/23/2013)
RR
Washington(8/9/2017)
RR
West Virginia(9/10/2024)
RR
Wisconsin(3/4/2022)
RR
Wyoming(7/10/2025)
Exams
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
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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, Executive Planning ConsultantCRD#: 104555Bethesda, MDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
