Jeffrey A. Clark

STRATEGIC ADVISERS LLC | Planning Consultant

MISSION VIEJO, CA

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CRD#: 5780199

Professional summary

Jeffrey A Clark, CFP®, who also goes by Jeff Clark, Jeffrey Alan Clark, Jeffrey Clark, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mission Viejo, California and FIDELITY BROKERAGE SERVICES LLC located in Mission Viejo, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jeffrey has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 7TO and Series 7 exams.

Biography

My goal is to help each client develop a strong financial plan that allows them to enjoy their life without financial worry. 

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Investment Planning

Comprehensive Financial Planni...

Tax Planning

Retirement Planning

Insurance Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Jeff Clark | Jeffrey Alan Clark | Jeffrey Clark

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey A Clark's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2013

Education

University of California, Irvine

Master of Business Administration (MBA) - Business Adminstration

2009

United States Naval Academy

Bachelor of Science (BS) - General Science

2001

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691

RIA

CRD#: 104555

MISSION VIEJO, CA

Current

December 22, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691

CRD#: 7784

Mission Viejo, CA

Past

February 7, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MISSION VIEJO, CA

Past

June 26, 2019 - September 13, 2021

REILLY FINANCIAL ADVISORS

RIA

CRD#: 110315

Newport Beach, CA

Past

September 16, 2015 - March 26, 2019

ALDRICH WEALTH LP

RIA

CRD#: 147200

Carlsbad, CA

Past

December 22, 2010 - September 14, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

IRVINE, CA

Past

November 15, 2010 - September 14, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

IRVINE, CA

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".

STRATEGIC ADVISERS LLC

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.

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

Arizona
(5/9/2024)

California
(12/22/2021)

IAR

California
(3/31/2025)

Colorado
(3/1/2024)

Florida
(12/18/2024)

Michigan
(3/19/2024)

Nevada
(10/8/2024)

North Carolina
(1/4/2025)

Ohio
(10/6/2024)

Oklahoma
(4/18/2025)

Tennessee
(2/11/2022)

Texas
(3/19/2024)

IAR

Texas
(3/31/2025)

Washington
(7/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/14/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/21/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/22/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 11/22/2021

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 11/12/2010

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

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Firm Stability Insights

Jeffrey A. Clark

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey A Clark's CRS (Customer Relationship Summary).

Certified licenses

Education

University of California, Irvine

United States Naval Academy

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

REILLY FINANCIAL ADVISORS

ALDRICH WEALTH LP

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/14/2021

Series 66

Date: 12/21/2010

SIE

Date: 12/22/2021

Series 7TO

Date: 11/22/2021

Series 7

Date: 11/12/2010

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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