Jamaal Stanton
STRATEGIC ADVISERS LLC | Financial Consultant
PISCATAWAY, NJ
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CRD#: 5471453
Professional summary
Jamaal Stanton, who also goes by Jamaal Lee Stanton, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Piscataway, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Millburn, New Jersey.
Jamaal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jamaal has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Dedicated Financial Consultant with over a decade of industry experience and a deep passion for helping clients work toward their financial goals. I take pride in getting to know my clients on a personal, professional, and financial level. I partner with clients and their families to create, implement, and monitor customized financial plans.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamaal Lee Stanton
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-90470|OrgNmn:Chef Maally with the Pot|Org Addr:New Brusnw,New Jersey,US|OBA Nature:Social Media cooking channel |Invst Rel:N|Title:Owner |Duties:Record, edit and post videos |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-14620|OrgNmn:MaallyMall Youtube|Org Addr:Piscataway,New Jersey,US|OBA Nature:YouTube Videos reviweing sneak|Invst Rel:N|Title:Influencer|Duties:Produce and edit YouTube videos/content in regards to sneakers and sneaker related products.|StrtDt:02-03-20|TotHrs/mon:4|TrdHrs/mon:0|OBA-14640|OrgNmn:MaallyMall|Org Addr:Piscataway,New Jersey,US|OBA Nature:Social Media Influencing|Invst Rel:N|Title:Influencer|Duties:Posting or repost of sneaker related products and services.|StrtDt:02-03-20|TotHrs/mon:15|TrdHrs/mon:0|OBA-14618|OrgNmn:Sneaker Life LLC|Org Addr:Piscataway,New Jersey,US|OBA Nature:Sneaker Resell|Invst Rel:N|Title:Owner|Duties:Purchase and sale of sought after sneakers.|StrtDt:05-27-13|TotHrs/mon:15|TrdHrs/mon:0|OBA-14652|OrgNmn:The Monday Midsole|Org Addr:Piscataway,New Jersey,US|OBA Nature:Co-Host of a youtube live show|Invst Rel:N|Title:Co-Host|Duties:I interview prominant figures in the sneaker industry. Discuss sneaker related topics.|StrtDt:02-03-20|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jamaal Stanton'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®
NoneEducation
Rutgers University
Bachelor of Science (BS) - Business Management
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 150 Essex St, Millburn, NJ 07041-1631RIA
CRD#: 104555
PISCATAWAY, NJ
Current
February 19, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 150 Essex Street, Millburn, NJ 07041BD
CRD#: 7784
MILLBURN, NJ
Past
March 2, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MILLBURN, NJ
Past
April 15, 2008 - February 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
March 14, 2008 - February 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
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
California(7/7/2020)
RR
Florida(2/19/2020)
RR
Georgia(2/28/2022)
RR
Illinois(7/7/2020)
RR
Indiana(9/16/2020)
RR
Maryland(1/25/2021)
RR
Massachusetts(9/16/2020)
RR
New Hampshire(7/21/2023)
RR
New Jersey(2/19/2020)
IAR
New Jersey(3/31/2025)
RR
New York(2/19/2020)
RR
North Carolina(7/21/2023)
RR
Pennsylvania(2/19/2020)
RR
South Carolina(3/2/2024)
RR
Texas(9/25/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/25/2020)
RR
Virginia(5/29/2020)
RR
Washington(10/4/2022)
RR
West Virginia(3/2/2024)
Exams
State Security Law 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
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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Piscataway, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
