JH
Jessica M. Hejna
STRATEGIC ADVISERS LLC
SAINT LOUIS, MO
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CRD#: 5783774
JH
Professional summary
Jessica Marie Hejna, who also goes by Jessica Marie Stieven, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saint Louis, Missouri and FIDELITY BROKERAGE SERVICES LLC located in St. Louis, Missouri.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jessica has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Marie Stieven
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-108377|OrgNmn:Visitation Academy Mother's Club|Org Addr:Saint Loui,Missouri,US|OBA Nature:School |Invst Rel:N|Title:Vice President|Duties:Assist in appointing all coordinators and chairs of committiees and events, assist in keeping records of funds received and disbursed, reporti|StrtDt:04-19-25|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Marie Hejna'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131RIA
CRD#: 104555
SAINT LOUIS, MO
Current
September 27, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131BD
CRD#: 7784
St. Louis, MO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAINT LOUIS, MO
Past
September 12, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ST. LOUIS, MO
Past
January 25, 2012 - September 20, 2013
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ST. LOUIS, MO
Past
January 25, 2012 - September 20, 2013
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ST. LOUIS, MO
Past
November 30, 2010 - January 18, 2012
EDWARD JONES
RIA
CRD#: 250
ST. LOUIS, MO
Past
September 29, 2010 - January 18, 2012
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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(5/9/2025)
RR
Alaska(5/9/2025)
RR
Arizona(5/9/2025)
RR
Arkansas(5/9/2025)
RR
California(5/9/2025)
RR
Colorado(5/9/2025)
RR
Connecticut(5/9/2025)
RR
Delaware(5/9/2025)
RR
Florida(5/9/2025)
RR
Georgia(5/9/2025)
RR
Hawaii(5/9/2025)
RR
Idaho(5/9/2025)
RR
Illinois(5/9/2025)
RR
Indiana(5/9/2025)
RR
Iowa(5/9/2025)
RR
Kansas(5/9/2025)
RR
Kentucky(5/9/2025)
RR
Louisiana(5/9/2025)
RR
Maine(5/9/2025)
RR
Maryland(5/9/2025)
RR
Massachusetts(5/9/2025)
RR
Michigan(5/9/2025)
RR
Minnesota(5/9/2025)
RR
Mississippi(5/9/2025)
RR
Missouri(9/27/2013)
IAR
Missouri(3/31/2025)
RR
Montana(5/9/2025)
RR
Nebraska(5/9/2025)
RR
Nevada(5/9/2025)
RR
New Hampshire(5/9/2025)
RR
New Jersey(5/9/2025)
RR
New Mexico(5/9/2025)
RR
New York(5/9/2025)
RR
North Carolina(5/9/2025)
RR
North Dakota(5/9/2025)
RR
Ohio(5/9/2025)
RR
Oklahoma(5/9/2025)
RR
Oregon(5/9/2025)
RR
Pennsylvania(5/9/2025)
RR
Rhode Island(5/9/2025)
RR
South Carolina(5/9/2025)
RR
South Dakota(5/9/2025)
RR
Tennessee(5/9/2025)
RR
Texas(5/1/2025)
IAR
Texas(5/1/2025)
RR
Utah(5/9/2025)
RR
Vermont(5/9/2025)
RR
Virginia(5/9/2025)
RR
Washington(5/9/2025)
RR
West Virginia(5/9/2025)
RR
Wisconsin(5/9/2025)
RR
Wyoming(5/9/2025)
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.
