Jeff Dinning
STRATEGIC ADVISERS LLC | Financial Consultant
TUCSON, AZ
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CRD#: 5809006
Professional summary
Jeff Dinning, CFP®, who also goes by Jd Dinning, Jeff Wade Dinning, Jeffrey Dinning, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tucson, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Tucson, Arizona.
Jeff is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jeff has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a University of Arizona graduate with over 20 years of financial services experience, I take pride in serving Southern Arizona's community. As a Certified Financial Planner™ practitioner I work closely with my clients and get to know them on a personal level to understand their unique goals. I collaborate with my clients to create customized financial plans that adapt to their changing needs through the different phases of life helping them strive towards financial success.
Question & Answer
What are your service offerings?
Divorce Planning
Tax Planning
Social Security Planning
Long-term Care
Investment Planning
Inheritance
Retirement Planning
Retirement Income Management
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Socially Responsible Investing
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Jd Dinning | Jeff Wade Dinning | Jeffrey Dinning
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#: 42525 | Org Name:JD Appraisal Services, LLC | Org Addr:Tucson, AZ, US | Nature of Bus:Residential House Appraising | Invst Rel:N | Title:Owner | Duties:Inspect residential properties & write reports based on the inspection and research gathered. | Start Dt:04/26/2016 | Total Hrs p/m:20 | Sec Trdng Hrs p/m:0 OAA#: 42529 | Org Name:BMJ Holdings, LLC | Org Addr:Tucson, AZ, US | Nature of Bus:Residential Rental Property | Invst Rel:Y | Title:Owner | Duties:Manage Rental Property | Start Dt:04/26/2016 | Total Hrs p/m:2 | Sec Trdng Hrs p/m:0 OAA#: 54881 | Org Name:Jeff Dinning | Org Addr:Tucson, AZ, US | Nature of Bus:Rental Properties | Invst Rel:Y | Title:Owner/Landlord | Duties:Manage Residential Rental Properties | Start Dt:05/16/2007 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Jeff Dinning'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: 2020
Education
University of Arizona
Bachelor of Science (BS) - Biology, Business Administration
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106RIA
CRD#: 104555
TUCSON, AZ
Current
May 5, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3001 E. Skyline Drive Suite 255, Tucson, AZ 85718BD
CRD#: 7784
Tucson, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TUCSON, AZ
Past
June 10, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TUCSON, AZ
Past
August 21, 2015 - February 26, 2016
OSAIC FA, INC.
RIA
CRD#: 3978
Tucson, AZ
Past
August 20, 2015 - February 26, 2016
OSAIC FA, INC.
BD
CRD#: 3978
Tucson, AZ
Past
September 10, 2010 - September 26, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHANDLER, AZ
Past
August 16, 2010 - September 26, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHANDLER, AZ
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(10/29/2021)
RR
Arizona(5/20/2016)
IAR
Arizona(3/31/2025)
RR
Arkansas(8/13/2021)
RR
California(5/25/2016)
RR
Colorado(5/25/2016)
RR
Connecticut(8/6/2020)
RR
Florida(7/21/2020)
RR
Georgia(7/21/2020)
RR
Hawaii(5/21/2020)
RR
Idaho(10/8/2021)
RR
Illinois(3/2/2020)
RR
Iowa(7/21/2023)
RR
Kansas(9/29/2023)
RR
Maryland(8/17/2021)
RR
Massachusetts(6/4/2021)
RR
Michigan(9/9/2022)
RR
Minnesota(3/11/2020)
RR
Mississippi(5/14/2020)
RR
Missouri(3/18/2020)
RR
Montana(11/23/2022)
RR
Nebraska(12/9/2020)
RR
Nevada(12/4/2020)
RR
New Jersey(10/8/2021)
RR
New Mexico(5/25/2016)
RR
New York(9/9/2022)
RR
North Carolina(7/21/2020)
RR
Ohio(3/8/2022)
RR
Oregon(3/4/2022)
RR
Pennsylvania(3/1/2024)
RR
South Carolina(5/6/2022)
RR
South Dakota(3/31/2025)
RR
Tennessee(10/9/2020)
RR
Texas(12/4/2020)
IAR
Texas(3/31/2025)
RR
Utah(12/4/2020)
RR
Virginia(10/27/2020)
RR
Washington(5/22/2020)
RR
Wisconsin(6/12/2020)
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
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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
Financial ConsultantCRD#: 104555Tucson, AZTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
