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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

JEFF WILLIAM PARTIN

Advisor at STRATEGIC ADVISERS LLC

COVINGTON, KY | WALTON, KY

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Search this name across graphsid dfx:ria:e47af8a5-3622-94d1-ca18-3d1b5b932f4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 22, 2013 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: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 12, 2010
First registration: Jul 22, 2013
Dual registered: yes, broker-dealer
Other names: JEFFREY PARTIN|JEFFREY WILLIAM PARTIN|Jeff William Partin
IAPD individual key: 5825164

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	WALTON, KY\|COVINGTON, KY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Oct 8, 2021	Mar 31, 2025	no	COVINGTON, KY	Previous registration
CERITY PARTNERS OCIO LLC	Institutional manager	Jan 13, 2021	Jun 16, 2021	no	Cincinnati, OH\|NEW YORK, NY	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Feb 1, 2018	Nov 13, 2020	no	CINCINNATI, OH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 22, 2013	Jan 23, 2018	no	COVINGTON, KY	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
CERITY PARTNERS OCIO LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 16, 2021	Oct 8, 2021	114	Firm change	RIA to ibd
ADVICE AND PLANNING SERVICES	CERITY PARTNERS OCIO LLC	Nov 13, 2020	Jan 13, 2021	61	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	ADVICE AND PLANNING SERVICES	Jan 23, 2018	Feb 1, 2018	9	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
20472:151916:OH:2020-11-13	Nov 13, 2020	Jan 13, 2021	CINCINNATI, OH	Firm change

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 22, 2013 to Jan 23, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 8, 2021 to Mar 31, 2025factForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Jan 13, 2021 to Jun 16, 2021factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Feb 1, 2018 to Nov 13, 2020factForm ADV

Dated events

No dated event names this entity yet.