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.

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

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 29, 2024

First registration

Mar 3, 2024

Dual registered

yes, broker-dealer

IAPD individual key

7188494

• Occurred

  Jan 19, 2026
  Advisor changed firm

  Jane Sa left J.P. Morgan Securities Llc for Strategic Advisers Llc (registered 2026-04-25)

  Form ADVobserved 6 days ago
• Occurred

  Feb 4, 2025
  Advisor changed firm

  Jane Sa left Edward Jones for J.P. Morgan Securities Llc (registered 2025-02-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:59ee3850-e8bc-ce7e-f1ab-0ef332137650

First observed

Mar 3, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.