Jessica Berlly
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jessica Berlly is an investment adviser representative with Strategic Advisers LLC in Pine Brook, NJ, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey and New York.
Registrations & licenses
- Investment adviser:
- New Jersey, New York
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedFeb 2026 – Apr 2026Pine Brook, NJ
- DefunctJun 2025 – Aug 2025Pine Brook, NJ
- UnemployedSep 2023 – Jun 2024East Lansing, MI
- Sunita GILL (UBS)Dec 2025 – Feb 2026New York, NY
- UnemployedAug 2021 – Jan 2022East Lansing, MI
- Fidelity InvestmentsApr 2026 – no end date reportedNew York, NY
- Gianna Terracino (Strategies FOR Wealth)Jun 2024 – Aug 2024New York, NY
- UnemployedAug 2024 – Sep 2024East Lansing, MI
- UnemployedFeb 2016 – Aug 2019Pine Brook, NJ
- DefunctAug 2019 – Aug 2021Pine Brook, NJ
- UnemployedOct 2024 – Jun 2025East Lansing, MI
- Kalyn McnamaraSep 2024 – Oct 2024East Lansing, MI
- UnemployedAug 2025 – Dec 2025East Lansing, MI
- Knoll Country CLUBMay 2022 – Aug 2022Boonton, NJ
- Dujuan Wiley (IM WEST Circle)Jan 2022 – May 2022East Lansing, MI
- UnemployedAug 2022 – Aug 2023Pine Brook, NJ
- Elaine Devlieger (Jackson National LIFE Insurance)Aug 2023 – Sep 2023East Lansing, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jessica Berlly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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