Jereme R. Jones
STRATEGIC ADVISERS LLC | Planning Consultant
LITTLETON, CO
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CRD#: 5974100
Professional summary
Jereme Robert Jones, who also goes by Jereme R Jones, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Littleton, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Lone Tree, Colorado.
Jereme is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jereme has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Planning Consultant, I partner with Financial Consultants in a financial planning capacity, by reviewing clients financial plans, by making sure their investment objective is aligned with their short- and long-term goals. At fidelity we strive to build life long relationships with our clients, so they last years and not months.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jereme R Jones
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-89248|OrgNmn:Red Cliffs Rental Management LLC|Org Addr:Salt lake ,Utah,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Officer|Duties:Owner of LLC|StrtDt:09-01-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-89251|OrgNmn:COLORADO SPORTS OFFICIALS|Org Addr:LITTLETON ,Colorado,US|OBA Nature:BASEBALL UMPIRE|Invst Rel:N|Title:BASEBALL UMPIRE|Duties:BASEBALL UMPIRE|StrtDt:04-15-17|TotHrs/mon:20|TrdHrs/mon:0|OBA-89249|OrgNmn:RM OFFICAL |Org Addr:5974100,Colorado,US|OBA Nature:BASEBALL UMPIRE |Invst Rel:N|Title:UMPIRE|Duties:BASEBALL UMPIRE|StrtDt:04-01-16|TotHrs/mon:20|TrdHrs/mon:0|OBA-100736|OrgNmn:Rooster Tail Rentals LLC|Org Addr:Salt lake ,Utah,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Managing Member |Duties:Property Owner|StrtDt:07-01-23|TotHrs/mon:6|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jereme Robert Jones'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®
NoneEducation
Salt Lake Community College
Associate of Science - General studies
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 9185 East Westview Road, Lone Tree, CO 80124Office #3: 8085 S Chester Street Suite 250, Centennial, CO 80112RIA
CRD#: 104555
LITTLETON, CO
Current
July 27, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 9185 East Westview Road, Lone Tree, CO 80124Office #2: 8085 S Chester Street Suite 250, Centennial, CO 80112BD
CRD#: 7784
LONE TREE, CO
Past
August 2, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LONE TREE, CO
Past
February 9, 2012 - July 15, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BROOMFIELD, CO
Past
October 10, 2011 - July 15, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BROOMFIELD, 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
Arizona(3/1/2024)
RR
California(4/14/2023)
RR
Colorado(7/27/2022)
IAR
Colorado(3/31/2025)
RR
Connecticut(3/11/2025)
RR
Florida(3/28/2024)
RR
Georgia(2/11/2025)
RR
Illinois(6/20/2024)
RR
Kansas(4/22/2024)
RR
Michigan(6/14/2024)
RR
Missouri(6/26/2025)
RR
Nebraska(9/25/2024)
RR
Nevada(10/31/2025)
RR
New Mexico(1/4/2025)
RR
New York(10/24/2025)
RR
Oregon(10/2/2025)
RR
South Carolina(7/19/2024)
RR
South Dakota(5/7/2024)
RR
Texas(7/27/2022)
IAR
Texas(3/31/2025)
RR
Utah(4/14/2023)
IAR
Utah(3/31/2025)
RR
Virginia(8/11/2025)
RR
Washington(7/11/2025)
RR
Wyoming(1/4/2025)
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
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.
