Jermaine D. Edwards
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
READING, PA
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CRD#: 5478872
Professional summary
Jermaine D Edwards, CFP®, who also goes by Jermaine Darnell Edwards, Jermaine P Edwards, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Reading, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Center Valley, Pennsylvania.
Jermaine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jermaine has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I've built an entire career around working with clients like you. I work with a client-focused organization that aligns with my core beliefs and values. At Fidelity, we have the resources and experience to help our families work toward a better place today and throughout their future.
Question & Answer
What are your service offerings?
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jermaine Darnell Edwards | Jermaine P Edwards
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.
OAA#: 18628 | ORG NAME:BETHEL A.M.E CHURCH | ORG ADDR:READING, PA, US | NATURE OF BUS:CHURCH | INVST REL:N | TITLE:MUSICIAN/CHOIR DIRECTOR | DUTIES:I AM RESPONSIBLE FOR ALL FOUR CHOIRS AT MY CHURCH AND ALSO WITH PLAYING PIANO ON SUNDAY'S. | START DT:01/03/2011 | TOTAL HRS P/M:16 | SEC TRDNG HRS P/M:0
CRS (Client Relationship Summary) - RIA
Click below to view Jermaine D Edwards'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®
CFP®
Start date: 2014
Education
Villanova University
Master of Business Administration (MBA) - Finance & Analytics
2019
Susquehanna University
Bachelor of Arts (BA) - Information Systems
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033RIA
CRD#: 104555
READING, PA
Current
August 20, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2945 Center Valley Parkway Suite 311, Center Valley, PA 18034BD
CRD#: 7784
Center Valley, PA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CENTER VALLEY, PA
Past
August 27, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CENTER VALLEY, PA
Past
October 7, 2010 - August 7, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WYOMISSING, PA
Past
October 6, 2010 - August 7, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WYOMISSING, PA
Past
June 1, 2009 - October 11, 2010
MORGAN STANLEY
RIA
CRD#: 149777
WYOMISSING, PA
Past
June 1, 2009 - October 11, 2010
MORGAN STANLEY
BD
CRD#: 149777
WYOMISSING, PA
Past
April 23, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WYOMISSING, PA
Past
April 1, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WYOMISSING, PA
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
Arizona(3/12/2021)
RR
California(11/4/2014)
RR
Colorado(9/9/2022)
RR
Connecticut(12/12/2016)
RR
Delaware(8/20/2012)
RR
District of Columbia(8/25/2023)
RR
Florida(8/20/2012)
RR
Georgia(7/21/2022)
RR
Hawaii(3/12/2021)
RR
Illinois(3/25/2023)
RR
Indiana(10/8/2021)
RR
Kentucky(9/29/2023)
RR
Louisiana(4/3/2017)
RR
Maine(8/13/2021)
RR
Maryland(4/23/2020)
RR
Massachusetts(4/23/2020)
RR
Michigan(7/24/2025)
RR
Minnesota(7/30/2025)
RR
Missouri(11/21/2023)
RR
Nevada(11/16/2020)
RR
New Jersey(8/20/2012)
RR
New Mexico(3/15/2023)
RR
New York(8/20/2012)
RR
North Carolina(2/12/2015)
RR
Ohio(8/15/2021)
RR
Oregon(8/8/2020)
RR
Pennsylvania(8/20/2012)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(8/8/2020)
RR
Rhode Island(8/8/2020)
RR
South Carolina(2/12/2021)
RR
Tennessee(4/23/2020)
RR
Texas(2/2/2016)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Vermont(4/23/2020)
RR
Virginia(4/12/2016)
RR
Washington(4/23/2020)
RR
Wisconsin(8/25/2023)
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
Vice President, Financial ConsultantCRD#: 104555Reading, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
