Jennifer J. Kim

STRATEGIC ADVISERS LLC

PHOENIX, AZ

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CRD#: 5080162

Professional summary

Jennifer Jenju Kim, CFP®, who also goes by Jennifer Jenju Kim, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jennifer has worked at 11 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Jenju Kim

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Jenju Kim'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: 2015

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PHOENIX, AZ

Current

February 16, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246

CRD#: 7784

Jacksonville, FL

Past

March 11, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PHOENIX, AZ

Past

January 18, 2019 - January 24, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SCOTTSDALE, AZ

Past

January 18, 2019 - January 24, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SCOTTSDALE, AZ

Past

April 25, 2017 - October 12, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

AUSTIN, TX

Past

April 25, 2017 - October 12, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

AUSTIN, TX

Past

September 28, 2015 - April 7, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUSTIN, TX

Past

September 28, 2015 - April 7, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUSTIN, TX

Past

June 15, 2011 - October 12, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AUSTIN, TX

Past

June 15, 2011 - October 12, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

AUSTIN, TX

Past

July 20, 2010 - June 1, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

AUSTIN, TX

Past

July 20, 2010 - June 1, 2011

CHARLES SCHWAB & CO., INC.

CRD#: 5393

AUSTIN, TX

Past

January 4, 2010 - July 15, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

AUSTIN, TX

Past

January 4, 2010 - July 15, 2010

LPL FINANCIAL LLC

CRD#: 6413

AUSTIN, TX

Past

February 10, 2009 - December 31, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

AUSTIN, TX

Past

January 18, 2008 - December 31, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

AUSTIN, TX

Past

March 1, 2007 - January 22, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AUSTIN, TX

Past

January 19, 2007 - January 22, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

AUSTIN, 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".

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
(2/16/2022)

Alaska
(2/16/2022)

Arizona
(2/22/2022)

IAR

Arizona
(3/31/2025)

Arkansas
(2/16/2022)

California
(2/16/2022)

Colorado
(2/16/2022)

Connecticut
(2/16/2022)

Delaware
(2/16/2022)

District of Columbia
(2/16/2022)

Florida
(2/16/2022)

Georgia
(2/16/2022)

Hawaii
(2/16/2022)

Idaho
(2/16/2022)

Illinois
(2/16/2022)

Indiana
(2/16/2022)

Iowa
(2/16/2022)

Kansas
(2/16/2022)

Kentucky
(2/16/2022)

Louisiana
(2/16/2022)

Maine
(2/16/2022)

Maryland
(2/16/2022)

Massachusetts
(2/16/2022)

Michigan
(2/16/2022)

Minnesota
(2/16/2022)

Mississippi
(2/16/2022)

Missouri
(2/16/2022)

Montana
(2/16/2022)

Nebraska
(2/16/2022)

Nevada
(2/16/2022)

New Hampshire
(2/16/2022)

New Jersey
(2/16/2022)

New Mexico
(2/16/2022)

New York
(2/16/2022)

North Carolina
(2/16/2022)

North Dakota
(2/16/2022)

Ohio
(2/18/2022)

Oklahoma
(2/16/2022)

Oregon
(2/16/2022)

Pennsylvania
(2/16/2022)

Puerto Rico
(2/16/2022)

Rhode Island
(2/16/2022)

South Carolina
(2/16/2022)

South Dakota
(2/16/2022)

Tennessee
(2/16/2022)

Texas
(2/16/2022)

IAR

Texas
(3/31/2025)

Utah
(2/16/2022)

Vermont
(2/16/2022)

Virginia
(2/16/2022)

Washington
(2/16/2022)

West Virginia
(2/16/2022)

Wisconsin
(2/16/2022)

Wyoming
(2/16/2022)

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: 2/28/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/1/2007

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/18/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/4/2022

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 10/19/2022

General Securities Sales Supervisor - General Module 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. Kim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2007

SIE

Date: 10/1/2018

Series 3

Date: 10/1/2007

Series 7

Date: 1/18/2007

Series 9

Date: 11/4/2022

Series 10

Date: 10/19/2022

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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