Jeffrey Oline
STRATEGIC ADVISERS LLC | Financial Consultant, Phones
AURORA, CO
Some features on this profile are disabled
CRD#: 5668178
Professional summary
Jeffrey Oline, CFP®, who also goes by Jeff Oline, Jeffrey Stephen Oline, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Aurora, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jeffrey has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Through planning, education , and a long-term investment approach, I strive to help clients develop and implement strategies around their financial goals. My mission is to provide objective and timely financial guidance - with the highest level of professional service.
Question & Answer
What are your service offerings?
Investment Planning
Long-term Care
Insurance Planning
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Social Security Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Jeff Oline | Jeffrey Stephen Oline
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 Jeffrey Oline'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: 2017
Education
University of Wyoming
Bachelor of Business Administration - Business
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039RIA
CRD#: 104555
AURORA, CO
Current
August 31, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932BD
CRD#: 7784
Greenwood Village, CO
Past
September 8, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past
June 3, 2019 - August 19, 2020
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
DENVER, CO
Past
June 3, 2019 - August 19, 2020
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DENVER, CO
Past
January 29, 2018 - May 10, 2019
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
DENVER, CO
Past
January 29, 2018 - May 10, 2019
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
DENVER, CO
Past
April 22, 2016 - February 2, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ENGLEWOOD, CO
Past
February 8, 2013 - February 2, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ENGLEWOOD, CO
Past
July 26, 2011 - February 5, 2013
TRANSAMERICA CAPITAL, LLC
BD
CRD#: 8217
DENVER, CO
Past
April 5, 2011 - August 2, 2011
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
LITTLETON, CO
Past
June 3, 2010 - August 2, 2011
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
LITTLETON, CO
Past
July 20, 2009 - January 21, 2010
EDWARD JONES
RIA
CRD#: 250
LAKEWOOD, CO
Past
July 3, 2009 - January 21, 2010
EDWARD JONES
BD
CRD#: 250
LAKEWOOD, 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(9/2/2020)
RR
Alaska(9/2/2020)
RR
Arizona(9/2/2020)
RR
Arkansas(9/2/2020)
RR
California(9/2/2020)
RR
Colorado(8/31/2020)
IAR
Colorado(3/31/2025)
RR
Connecticut(9/2/2020)
RR
Delaware(9/2/2020)
RR
District of Columbia(9/2/2020)
RR
Florida(9/2/2020)
RR
Georgia(9/2/2020)
RR
Hawaii(9/2/2020)
RR
Idaho(9/2/2020)
RR
Illinois(9/2/2020)
RR
Indiana(9/2/2020)
RR
Iowa(9/2/2020)
RR
Kansas(9/2/2020)
RR
Kentucky(9/2/2020)
RR
Louisiana(9/2/2020)
RR
Maine(9/2/2020)
RR
Maryland(9/2/2020)
RR
Massachusetts(9/2/2020)
RR
Michigan(9/2/2020)
RR
Minnesota(9/2/2020)
RR
Mississippi(9/2/2020)
RR
Missouri(9/2/2020)
RR
Montana(9/2/2020)
RR
Nebraska(9/2/2020)
RR
Nevada(9/2/2020)
RR
New Hampshire(9/2/2020)
RR
New Jersey(9/2/2020)
RR
New Mexico(9/2/2020)
RR
New York(9/2/2020)
RR
North Carolina(9/2/2020)
RR
North Dakota(9/2/2020)
RR
Ohio(9/3/2020)
RR
Oklahoma(9/2/2020)
RR
Oregon(9/2/2020)
RR
Pennsylvania(9/2/2020)
RR
Puerto Rico(9/2/2020)
RR
Rhode Island(9/2/2020)
RR
South Carolina(9/2/2020)
RR
South Dakota(9/2/2020)
RR
Tennessee(9/2/2020)
RR
Texas(9/2/2020)
IAR
Texas(3/31/2025)
RR
Utah(9/2/2020)
RR
Vermont(9/2/2020)
RR
Virgin Islands(9/2/2020)
RR
Virginia(9/2/2020)
RR
Washington(9/2/2020)
RR
West Virginia(9/2/2020)
RR
Wisconsin(9/2/2020)
RR
Wyoming(9/2/2020)
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
Financial Consultant, PhonesCRD#: 104555Aurora, COTRUST BUT VERIFY
Monitor Jeffrey Oline
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
