DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Grant Jennings

Strategic Advisers LLCnational BDCincinnati, Oh dual registrantIAPD 5511505

Certified Financial Planner

Feed of 09/14/2026

Also filed as Grant Edward Jennings

At current firm

0 y

since Sep 29, 2025

In the industry

18 y

since Feb 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Sep 29, 2025 · Covington, Ky
Whitaker-Myers Wealth Managers, Ltd. independent RIA
Oct 17, 2024 to Apr 7, 2025 · Deer Park, Oh
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Oct 5, 2024 · Boston, Ma
Strategic Advisers LLC national BD
Nov 20, 2009 to Jul 13, 2018 · Covington, Ky

Moves

a registration end followed by a registration begin elsewhere

Whitaker-Myers Wealth Managers, Ltd. to Strategic Advisers LLC
left Apr 7, 2025, registered Sep 29, 2025 (175 days) · RIA to affiliated broker-dealer or bank
Fidelity Personal And Workplace Advisors to Whitaker-Myers Wealth Managers, Ltd.
left Oct 5, 2024, registered Oct 17, 2024 (12 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Grant Jennings left Whitaker-Myers Wealth Managers, Ltd. for Strategic Advisers Llc (registered 2025-09-29)
Apr 7, 2025 · Advisor changed firm · fact
Grant Jennings left Fidelity Personal And Workplace Advisors for Whitaker-Myers Wealth Managers, Ltd. (registered 2024-10-17)
Oct 5, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address