Jennifer M. Brugnola
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SARASOTA, FL
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CRD#: 5709998
Professional summary
Jennifer M Brugnola, CFP®, who also goes by Jennifer M Blinkhorn, Jennifer M Brugnola, Jennifer Blinkhorn, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sarasota, Florida and FIDELITY BROKERAGE SERVICES LLC located in Sarasota, Florida.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jennifer has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As your VP, Financial Consultant, my passion is helping you create a better financial life. Together we will collaborate to build a plan defined by your goals. I am committed to providing guidance that is clear, relevant, and actionable. I will work hard to identify strategies that are right for you. I look forward to earning your trust and working together to make a difference in your financial future.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Education Planning
Investment Planning
Retirement Planning
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Jennifer M Blinkhorn | Jennifer M Brugnola | Jennifer Blinkhorn
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer M Brugnola'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®
CFP®
Start date: 2016
Education
University of Akron
Bachelor of Science (BS) - Finance
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 201 N Cattlemen Rd, Sarasota, FL 34243RIA
CRD#: 104555
SARASOTA, FL
Current
September 20, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 201 N Cattlemen Rd, Sarasota, FL 34243BD
CRD#: 7784
Sarasota, FL
Past
October 5, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
January 4, 2013 - July 27, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Sarasota, FL
Past
October 12, 2011 - July 27, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Sarasota, FL
Past
November 1, 2010 - November 11, 2010
OSAIC FA, INC.
BD
CRD#: 3978
FAIRLAWN, OH
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
Colorado(1/4/2025)
RR
Connecticut(6/20/2025)
RR
Florida(9/20/2021)
IAR
Florida(3/31/2025)
RR
Georgia(3/4/2022)
RR
Illinois(2/4/2022)
RR
Indiana(5/6/2022)
RR
Kansas(7/31/2025)
RR
Maine(9/9/2022)
RR
Maryland(3/4/2022)
RR
Massachusetts(9/20/2021)
RR
Michigan(4/1/2024)
RR
Minnesota(2/7/2022)
RR
Mississippi(2/4/2022)
RR
New Hampshire(9/29/2023)
RR
New Jersey(3/4/2022)
RR
New York(3/4/2022)
RR
North Carolina(3/4/2022)
RR
Ohio(3/8/2022)
RR
Pennsylvania(1/11/2022)
RR
South Carolina(3/4/2022)
RR
Tennessee(5/27/2022)
RR
Texas(9/20/2021)
IAR
Texas(3/31/2025)
RR
Vermont(3/3/2022)
RR
Virginia(7/8/2022)
RR
Washington(6/26/2024)
RR
West Virginia(3/18/2025)
RR
Wisconsin(9/9/2022)
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
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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
Vice President, Financial ConsultantCRD#: 104555Sarasota, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
