Jessica M. Prance
STRATEGIC ADVISERS LLC | Investment Consultant
HONEOYE FALLS, NY
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CRD#: 6856782
Professional summary
Jessica M. Prance, who also goes by Jessica Maria Prance, Jessica Prance, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Honeoye Falls, New York and FIDELITY BROKERAGE SERVICES LLC located in Rochester, New York.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jessica has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My goal is to help clients feel more confident and comfortable with their financial plan so they can focus on more important aspects in their life. By creating a personalized plan, we can identify and implement strategies that align with your goals and take your concerns into account. Transparency and communication are key in building a trustworthy relationship and that is what you can expect as we work together.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Maria Prance | Jessica Prance
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.
I*116958 For profit or not for profit: Non-Profit Organization Name of outside business organization: Rochester Edge Girls Hockey, Inc Investment related: N Address of business: Rochester, New York 14623 Nature of business: Corporation, Position, title, association: Other, Head Coach - 14U Start date of relationship: 8/1/2021 Number of hours devoted: 30 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I will be Head Coach of the Rochester Edge Girls Ice Hockey 14U team. Organizing and planning practices
CRS (Client Relationship Summary) - RIA
Click below to view Jessica M. Prance'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
Elmira College
Bachelor of Business Administration - Management and Accounting
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2780 Monroe Ave Suite 201, Rochester, NY 14618RIA
CRD#: 104555
HONEOYE FALLS, NY
Current
August 23, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2780 Monroe Ave Suite 201, Rochester, NY 14618BD
CRD#: 7784
Rochester, NY
Past
August 26, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROCHESTER, NY
Past
August 6, 2018 - May 27, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PITTSFORD, NY
Past
March 29, 2018 - May 27, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PITTSFORD, NY
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
California(4/4/2024)
RR
Colorado(11/12/2024)
RR
Connecticut(11/3/2025)
RR
Florida(11/17/2022)
RR
Georgia(7/23/2025)
RR
Massachusetts(5/23/2024)
RR
New Mexico(6/3/2024)
RR
New York(8/23/2022)
IAR
New York(3/31/2025)
RR
Ohio(7/16/2023)
RR
Oregon(1/5/2025)
RR
Pennsylvania(11/17/2022)
RR
South Carolina(5/19/2023)
RR
Vermont(11/12/2024)
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
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Company Information
STRATEGIC ADVISERS LLC
Investment ConsultantCRD#: 104555Honeoye Falls, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
