Edgewood, KY Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,126

Across 1,874 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

Edgewood KY

Advisors at this office

6

Advisors at this office

Jeffry D

Series 63, Series 66

Edgewood, KY

Fidelity

Jeffry Drifmeyer is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with affluent families and business owners to build efficient financial plans aimed at achieving their goals. Prior to his current role, Jeffry served as a Financial Consultant at Fidelity Investments from 2016 to 2023 and as a Retirement Relationship Manager from 2012 to 2016. Jeffry holds insurance licenses in Arkansas and California. He focuses on helping clients develop financial plans they can clearly articulate and feel confident about. No additional information regarding education, personal interests, or community involvement has been provided.

General retirement planning Wealth management Business ownership considerations Business Financial Management Founder/Business Owner

Rachael R

Series 66

Edgewood, KY

Fidelity

Rachael Reuss is an Executive Planning Consultant at Fidelity Investments. In her role, she partners with clients to create comprehensive plans tailored to their unique goals, focusing on educating and empowering families through clear guidance and personalized strategies. She has been with Fidelity Investments since 2018, progressing through several roles including Financial Associate, Workplace Planning Consultant, Benefits and Planning Consultant, before assuming her current position in 2026. Prior to joining Fidelity, she worked as a Staff Accountant at Ball Homes from 2016 to 2017.

General retirement planning Retirement income strategy Income planning Cash flow / budgeting Young Families Parents
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Emily H

Series 66

Edgewood, KY

Fidelity

Emily Hussey is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Texas Tech University, Fiserv, Summit Hills Country Club, and the University of North Carolina Wilmington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Charitable giving & philanthropy Active portfolio management
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Jesse J

Series 63, Series 66

Edgewood, KY

Fidelity

Jesse Jett is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity in various capacities since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction and AI-driven methods, distinguishing itself through its role as a commodity pool operator and advisor to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Evan P

Series 63, Series 66

Edgewood, KY

Fidelity

Evan Purkiss is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 31 years of industry experience. He has worked at various Fidelity entities since 2004, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe, while overseeing affiliated and unaffiliated sub-advisers.

Charitable giving & philanthropy Active portfolio management
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Justin B

Series 63, Series 65

Edgewood, KY

Fidelity

Justin Baute is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and PNC Wealth Management. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Charitable giving & philanthropy Active portfolio management
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