Jared D. Mccray
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SAN FRANCISCO, CA
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CRD#: 5966341
Professional summary
Jared Donald Mccray, CFP®, CPWA®, who also goes by Jared Donald Mccray, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Francisco, California and FIDELITY BROKERAGE SERVICES LLC located in San Francisco, California.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jared has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I partner with Individuals and Families to help them pursue their unique vision of Financial Success. We all deserve the financial freedom we envision for ourselves and our family, which starts with building a personalized Financial Plan for your future. Through this plan we can determine the potential risks, options on how to address those risk and develop a plan that meets your needs. We will continue to update your plan as life brings new changes to work towards your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jared Donald Mccray
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 Jared Donald Mccray'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®
CPWA®
Start date: 2019-02-26
Expire date: 2025-01-31
Education
University of San Francisco
Bachelor of Business Administration - Finance and Economics
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8 Montgomery St, San Francisco, CA 94104-4625RIA
CRD#: 104555
SAN FRANCISCO, CA
Current
July 25, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8 Montgomery Street, San Francisco, CA 94104BD
CRD#: 7784
San Francisco, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN FRANCISCO, CA
Past
June 11, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BURLINGAME, CA
Past
August 26, 2011 - March 14, 2012
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
WALNUT CREEK, 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".
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(3/4/2022)
RR
Arizona(7/25/2012)
RR
California(7/25/2012)
IAR
California(3/31/2025)
RR
Colorado(4/23/2020)
RR
District of Columbia(8/13/2021)
RR
Florida(12/4/2017)
RR
Hawaii(4/9/2021)
RR
Idaho(1/25/2021)
RR
Louisiana(1/28/2021)
RR
Maryland(2/12/2021)
RR
Massachusetts(3/4/2022)
RR
Michigan(12/4/2017)
RR
Minnesota(4/23/2020)
RR
Montana(2/12/2021)
RR
Nevada(7/25/2012)
RR
New Hampshire(4/23/2020)
RR
New Jersey(10/8/2021)
RR
New York(4/23/2020)
RR
North Carolina(7/19/2024)
RR
Ohio(3/25/2023)
RR
Oregon(7/25/2012)
RR
Pennsylvania(10/8/2021)
RR
Puerto Rico(3/1/2024)
RR
South Dakota(4/23/2020)
RR
Tennessee(2/12/2021)
RR
Texas(12/4/2017)
IAR
Texas(3/31/2025)
RR
Utah(4/23/2020)
RR
Virginia(3/26/2020)
RR
Washington(4/23/2020)
RR
Wisconsin(7/19/2024)
RR
Wyoming(4/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555San Francisco, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
