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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

JENNIFER M. CHADWELL

Advisor at STRATEGIC ADVISERS LLC

WEST LAFAYETTE, IN

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Search this name across graphsid dfx:ria:0c6c08cd-07c8-cbdf-2421-77d3ee18c049

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 20, 2001
First registration: Jan 21, 2014
Dual registered: yes, broker-dealer
Other names: JENNIFER M RENTSCHLER|JENNFIER M FARRELL|JENNIFER M FARRELL|JENNIFER BAUMGARDT|JENNIFER M BAUMGARDT|JENNIFER M RENFROW|JENNIFER MARIE RENFROW|JENNIFER MARIE SMITH|JENNIFER M SMITH|JENNIFER M CHADWELL
IAPD individual key: 4392242

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	WEST LAFAYETTE, IN	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 3, 2021	Mar 31, 2025	no	COVINGTON, KY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 25, 2020	Sep 29, 2021	no	INDIANAPOLIS, IN\|ZIONSVILLE, IN\|FISHERS, IN	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Dec 4, 2015	Sep 22, 2020	no	WEST LAFAYETTE, IN	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Apr 6, 2015	Aug 14, 2015	no	FRANKFORT, IN	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 3, 2014	Apr 16, 2015	no	CARMEL, IN	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Jan 21, 2014	Jan 31, 2014	no	LAFAYETTE, IN\|LAFAYETTE, IN\|LAFAYETTE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 29, 2021	Nov 3, 2021	35	Firm change	Wirehouse to ibd
HUNTINGTON FINANCIAL ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 22, 2020	Sep 25, 2020	3	Firm change	Ibd to wirehouse
CETERA INVESTMENT ADVISERS LLC	HUNTINGTON FINANCIAL ADVISORS	Aug 14, 2015	Dec 4, 2015	112	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	CETERA INVESTMENT ADVISERS LLC	Apr 16, 2015	Apr 6, 2015	-10	Firm change	Other
HUNTINGTON FINANCIAL ADVISORS	VALIC FINANCIAL ADVISORS, INC.	Jan 31, 2014	Feb 3, 2014	3	Firm change	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 3, 2021 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 25, 2020 to Sep 29, 2021factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Dec 4, 2015 to Sep 22, 2020factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Apr 6, 2015 to Aug 14, 2015factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 3, 2014 to Apr 16, 2015factForm ADV

Dated events

No dated event names this entity yet.