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Jeri B

Series 66

Fairmont, WV

Fidelity

Jeri Bice is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of her advisory role, she manages a temporary rental property in Savannah, Georgia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Charitable giving & philanthropy Active portfolio management
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