Dunwoody, GA Perimeter Center West Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,089

Across 1,879 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.

The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.

Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.

Based on Fidelity

Expertise

Charitable giving & philanthropy Active portfolio management

Based on Fidelity

Location

127 Perimeter Center West

Dunwoody GA 30346-1223

Advisors at this office

45

Advisors at this office

Brent W

CFP®, Series 63, Series 66

Dunwoody, GA

Fidelity

Brent Walker is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he guides clients through various stages of life, focusing on wealth accumulation, risk management, and income planning. He collaborates with clients to develop tailored financial roadmaps based on personalized strategies, tax-efficient investing, and ongoing communication to help clients pursue retirement and long-term financial goals with efficiency and clarity. Prior to his current position, Brent worked as a Financial Consultant at E*TRADE Capital Management from 2019 to 2023. He also held roles at E*TRADE including Branch Service Representative from 2018 to 2019 and was part of the Elite Client Service Team at E*TRADE Securities from 2016 to 2018. Outside of his professional work, Brent has interests in the beach, football, and outdoor adventures.

Income planning Retirement income strategy Wealth management Tax-loss harvesting Life insurance needs analysis Financial Professional

Tyler L

CFP®, Series 66

Dunwoody, GA

Fidelity

Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.

General retirement planning Retirement income strategy Income planning Roth conversion strategy Retired Young Professionals Widow/Widower
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Jason J

CFP®, ChFC®, Series 63, Series 65

Dunwoody, GA

Fidelity

Jason Jansen is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has worked with Fidelity Investments and its affiliated entities since 2006, previously spending five years at LaSalle Financial Services, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

Charitable giving & philanthropy Active portfolio management

Tejash S

Series 66

Dunwoody, GA

Fidelity

Tejash Shah is a Financial Consultant at Fidelity Investments, where he supports clients in progressing toward their financial goals through a disciplined approach. He has been with Fidelity Investments since 2021, holding various roles including Planning Consultant, Relationship Manager, and Investment Consultant before his current position starting in 2024. Prior to joining Fidelity, Mr. Shah worked as a Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and as a Personal Banker at Bank of America from 2017 to 2020. This experience has contributed to his understanding of financial planning and client relationship management. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Wealth management Passive / index investing

Zachary P

Series 66

Dunwoody, GA

Fidelity

Zack Price is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Zack aims to build strong relationships with clients founded on trust and reliability. He has been with Fidelity Investments since 2018, progressing through several positions including Investments Solutions Representative, Relationship Manager, and Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions, client relationship management, and financial planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Wealth management Passive / index investing

Spencer M

Series 63, Series 66

Dunwoody, GA

Fidelity

Spencer Maycock is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2023. His professional journey with Fidelity began in 2019 and has included roles such as Investment Consultant, Planning Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. Spencer and his team focus on assisting clients with the transition from working life into retirement. Their services include developing comprehensive retirement plans that cover asset projections, annual cash flow reporting, withdrawal strategies, Roth conversion opportunities, and personalized investment recommendations. During initial consultations, Spencer emphasizes understanding clients' personal and financial situations to tailor strategies that meet their unique needs. Outside of his professional responsibilities, Spencer is interested in baseball, fishing, military service, music, and running.

General retirement planning Retirement withdrawal strategies Roth conversion strategy Income planning Approaching retirement

Alison J

CFP®, Series 63, Series 65

Dunwoody, GA

Fidelity

Alison Johnson is Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2018. She engages families in a holistic manner, connecting their broader life circumstances to their long-term financial well-being. Her career at Fidelity Investments spans over a decade, beginning as a Financial Representative in 2006. She advanced through roles including Relationship Manager, Investment Consultant, and Financial Consultant before her current position. This progression reflects her extensive experience in wealth planning and client relationship management. Outside of her professional role, Alison's personal interests include attending concerts, exploring culinary experiences, playing golf and tennis, traveling, and parenthood.

Wealth management Cash flow / budgeting Parents

Justin C

CFP®, Series 66

Dunwoody, GA

Fidelity

Justin Cardon is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Relationship Manager. Prior to joining Fidelity, Justin worked as a Senior Financial Advisor at Vanguard from 2017 to 2020 and as a Wealth Strategy Associate at UBS Private Wealth Management from 2013 to 2017. Justin is a CERTIFIED FINANCIAL PLANNER who emphasizes understanding clients' goals and values to develop tailored financial plans that integrate all areas of personal finance. He holds an Arkansas Insurance License, supporting his expertise in financial planning and related services.

General retirement planning Wealth management

Andrew D

Series 63, Series 66

Dunwoody, GA

Fidelity

Andrew DuHon is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience includes leadership roles such as Director of Capital Markets at Birchwood Healthcare Partners (2021-2022), Regional Director at Voya Investment Management (2019-2021), and Sales Director at Nesvick Trading Group (2017-2019). Andrew focuses on helping clients develop strong and flexible financial plans to manage the complexities of lifetime financial decisions. He aims to empower clients to make informed financial choices to reduce stress and anxiety related to their financial well-being.

Wealth management Cash flow / budgeting

Ricardo G

Series 63, Series 65, Series 66

Dunwoody, GA

Fidelity

Ricardo Gutierrez is a Financial Consultant at Fidelity Investments, where he applies strong investment principles and a personalized approach to help clients navigate the complexities of the investment world. He focuses on co-creating strategies tailored to clients' individual needs to simplify investing and reduce stress. His professional experience includes roles such as Investment Consultant at Fidelity Investments from 2024 to 2025, Financial Solutions Advisor at Merrill Lynch from 2023 to 2024, and Branch Manager - Financial Consultant at E*Trade powered by Morgan Stanley from 2003 to 2023. Outside of his professional work, Ricardo enjoys cooking and baking, watching movies, reading, and playing soccer.

Wealth management Active portfolio management Financial Professional

Stephanie E

Series 63, Series 66

Dunwoody, GA

Fidelity

Stephanie Eikenberry is the Market Leader at Fidelity Investments. In this role, she focuses on creating an environment where associates can maximize their talents to help clients plan for and achieve their financial goals. She has held the position of Market Leader since 2026. Stephanie's career at Fidelity Investments spans multiple roles, including Vice President positions as Regional Planning Leader from 2024 to 2026, Branch Office Manager from 2018 to 2024, as well as Senior Manager of Retirement Solutions, Manager of Stock Plan Services, and other leadership roles. Prior to her time at Fidelity, she worked as a Branch Sales and Service Representative at National City Bank from 2006 to 2007. Throughout her career, Stephanie has gained experience in leadership, retirement solutions, stock plan services, and client service within the financial industry.

General retirement planning Wealth management

Michael B

Series 63, Series 66

Dunwoody, GA

Fidelity

Paul Bates is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant since 2018. With over a decade of experience at Fidelity Investments, Paul focuses on building personalized financial plans aimed at helping clients achieve their family's financial goals. His approach emphasizes earning client trust to foster collaborative financial planning. Outside of his professional work, Paul has interests in fishing, golf, parenthood, and soccer.

Charitable giving & philanthropy Active portfolio management Parents

Christopher A

Series 63, Series 66

Dunwoody, GA

Fidelity

Chris Autry is a Financial Consultant at Fidelity Investments, a position he has held since 2024. With over 30 years of experience in the finance industry, he has developed expertise in client-centric planning and building lasting family relationships. His approach involves listening deeply to clients, understanding their stories, and crafting evolving strategies to help with goals such as building generational wealth, retiring comfortably, funding education, and protecting assets. Prior to his current role, Chris served as Vice President and Senior Financial Consultant at Charles Schwab-TD Ameritrade from 2006 to 2024. His earlier experience includes financial advisory positions at Wachovia Securities Financial Network, Josephthal & Co, JW Charles Securities, First Colonial Securities, Painewebber, Josephthal Lyon & Ross, and a stockbroker role at JW Gant & Associates starting in 1990. Outside of his professional work, Chris enjoys family activities, golf, music, and traveling.

Wealth management General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer
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Chayla Q

Series 66

Dunwoody, GA

Fidelity

Chayla Quillin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Shared Health Services, Eastman Credit Union, and Franklin Woods Community Hospital. Outside of her advisory work, she streams video games on Twitch during her personal time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of managed and advisory strategies, including model portfolios for Fidelity Institutional Wealth Adviser.

Charitable giving & philanthropy Active portfolio management

Hunter E

Series 63, Series 66

Dunwoody, GA

Fidelity

Hunter Estrada is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. In his role, he focuses on helping clients use money as a tool to work toward their lifelong goals by listening carefully and co-creating plans that align with their objectives. Hunter emphasizes building trust and maintaining strong connections with his clients throughout every step of the financial planning process. Prior to his current position, Hunter held several roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Customer Relationship Advocate from 2022 to 2025. This progression reflects his growing experience and expertise in financial consulting and client relationship management. Outside of his professional work, Hunter enjoys a range of personal interests such as board games, football, social events with friends, gardening, golf, and soccer.

Wealth management
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