Jarrett B. Lidell
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
HOUSTON, TX
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CRD#: 5278234
Professional summary
Jarrett Benjamin Lidell, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Houston, Texas and FIDELITY BROKERAGE SERVICES LLC located in Houston, Texas.
Jarrett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jarrett has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I'm a Certified Financial Planner with over 16 years of financial services experience, and with 10 years with Fidelity Investments. I provide holistic wealth planning and benefits optimization to executives and their families.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OBA-111920|OrgNmn:Clutch City Card Shop LLC|Org Addr:Houston,Texas,US|OBA Nature:Selling Sports and Trading Car|Invst Rel:N|Title:Owner|Duties:Owner|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jarrett Benjamin Lidell'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
Texas Tech University
Bachelor of Science (BS) - Personal Financial Planning
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4410 Westheimer Rd Ste B-100, Houston, TX 77027-4837RIA
CRD#: 104555
HOUSTON, TX
Current
March 21, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4410 Westheimer Rd Ste B-100, Houston, TX 77027-4812BD
CRD#: 7784
Houston, TX
Past
April 3, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HOUSTON, TX
Past
January 17, 2017 - March 25, 2019
TD AMERITRADE, INC.
RIA
CRD#: 7870
HOUSTON, TX
Past
January 17, 2017 - March 25, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Houston, TX
Past
January 14, 2017 - March 25, 2019
TD AMERITRADE, INC.
BD
CRD#: 7870
HOUSTON, TX
Past
February 13, 2015 - January 4, 2017
EDWARD JONES
RIA
CRD#: 250
HOUSTON, TX
Past
February 13, 2015 - January 4, 2017
EDWARD JONES
BD
CRD#: 250
HOUSTON, TX
Past
January 8, 2010 - February 17, 2015
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HOUSTON, TX
Past
June 30, 2008 - October 28, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
HOUSTON, TX
Past
April 7, 2008 - February 13, 2015
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
HOUSTON, TX
Past
July 19, 2007 - February 11, 2008
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
DALLAS, TX
Past
March 12, 2007 - June 7, 2007
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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(6/4/2021)
RR
Arizona(8/8/2020)
RR
Arkansas(10/8/2021)
RR
California(3/21/2019)
RR
Colorado(4/7/2020)
RR
Connecticut(8/19/2019)
RR
Delaware(6/4/2021)
RR
District of Columbia(8/19/2019)
RR
Florida(3/21/2019)
RR
Georgia(3/21/2019)
RR
Hawaii(3/4/2022)
RR
Idaho(4/7/2020)
RR
Illinois(3/21/2019)
RR
Indiana(4/7/2020)
RR
Iowa(6/4/2021)
RR
Kansas(4/7/2020)
RR
Louisiana(6/4/2021)
RR
Maine(6/4/2021)
RR
Maryland(8/19/2019)
RR
Massachusetts(4/7/2020)
RR
Michigan(4/7/2020)
RR
Minnesota(6/4/2021)
RR
Mississippi(4/7/2020)
RR
Missouri(4/7/2020)
RR
Montana(8/8/2020)
RR
Nevada(7/6/2022)
RR
New Hampshire(4/7/2020)
RR
New Jersey(8/19/2019)
RR
New Mexico(10/8/2021)
RR
New York(8/19/2019)
RR
North Carolina(4/7/2020)
RR
North Dakota(8/19/2019)
RR
Ohio(4/8/2020)
RR
Oklahoma(11/5/2019)
RR
Oregon(4/7/2020)
RR
Pennsylvania(4/7/2020)
RR
Rhode Island(8/19/2019)
RR
South Carolina(4/7/2020)
RR
South Dakota(8/13/2021)
RR
Tennessee(4/7/2020)
RR
Texas(3/21/2019)
IAR
Texas(3/31/2025)
RR
Utah(4/7/2020)
RR
Virginia(8/19/2019)
RR
Washington(4/7/2020)
RR
West Virginia(3/4/2022)
RR
Wisconsin(4/7/2020)
RR
Wyoming(8/19/2019)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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#: 104555Houston, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
