Jennifer L. Sellwood
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MINNEAPOLIS, MN
Some features on this profile are disabled
CRD#: 5580214
Professional summary
Jennifer L. Sellwood, CFP®, who also goes by Jennifer Leigh Fradin, Jennifer L Sellwood, Jennifer Leigh Sellwood, Jennifer Leigh Solomonson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Minneapolis, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Minnetonka, Minnesota.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jennifer has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Doing business at Fidelity provides you access to our trusted brand, our industry leading technology, our cost efficient investment platform and the ability to work closely with me and my team. I have a true passion for wealth planning. I will be an advisor with the highest integrity that will help you and your family work toward your financial goals.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jennifer Leigh Fradin | Jennifer L Sellwood | Jennifer Leigh Sellwood | Jennifer Leigh Solomonson
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 Jennifer L. Sellwood'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: 2016
Education
University of Minnesota
Bachelor of Arts (BA) - English Literature
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11450 Wayzata Blvd, Minnetonka, MN 55305RIA
CRD#: 104555
MINNEAPOLIS, MN
Current
December 9, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11450 Wayzata Blvd, Minnetonka, MN 55305BD
CRD#: 7784
Minnetonka, MN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MINNETONKA, MN
Past
December 12, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MINNETONKA, MN
Past
November 21, 2012 - November 26, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PORTLAND, ME
Past
September 13, 2012 - November 26, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PORTLAND, ME
Past
October 14, 2008 - February 22, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
LOVELAND, CO
Past
October 6, 2008 - February 22, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
LOVELAND, CO
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(4/23/2020)
RR
Arizona(12/9/2013)
RR
Arkansas(9/3/2025)
RR
California(10/16/2019)
RR
Colorado(6/4/2021)
RR
Florida(12/10/2013)
RR
Georgia(8/8/2020)
RR
Illinois(5/6/2022)
RR
Iowa(12/9/2013)
RR
Kentucky(9/7/2021)
RR
Maine(10/16/2019)
RR
Maryland(3/4/2022)
RR
Massachusetts(9/7/2022)
RR
Michigan(8/8/2020)
RR
Minnesota(12/9/2013)
IAR
Minnesota(3/31/2025)
RR
Montana(2/12/2021)
RR
New Jersey(3/10/2023)
RR
New Mexico(12/6/2017)
RR
North Carolina(4/23/2020)
RR
North Dakota(12/9/2013)
RR
Ohio(2/3/2025)
RR
Oregon(2/4/2025)
RR
Pennsylvania(4/23/2020)
RR
Rhode Island(7/19/2024)
RR
South Carolina(10/9/2020)
RR
South Dakota(12/9/2013)
RR
Tennessee(10/9/2023)
RR
Texas(10/16/2019)
IAR
Texas(3/31/2025)
RR
Virginia(12/7/2017)
RR
Washington(4/23/2020)
RR
West Virginia(4/23/2020)
RR
Wisconsin(12/9/2013)
Exams
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 104555Minneapolis, MNTRUST BUT VERIFY
Monitor Jennifer Sellwood
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
