Secure Asset Management
33yrs
Top advisor by experience in Bay Village
29yrs
Jeff Dodd is a fiduciary financial advisor in Bay Village, Ohio, with 29 years in the industry. Jeff joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Jeff holds the CFP® designation.
One of 15 advisors with offices in Bay Village, and one of 15 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 4% by experience at Strategic Advisers
OfficeBay Village, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2003 – 2018Strategic Advisers LLCPreviously
Questions to ask Jeff
Tailored to Jeff’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeff
How do I contact Jeff?
Call Strategic Advisers at 617-563-7000 and ask for Jeff Dodd. Jeff works from the Bay Village, OH office.
How long has Jeff been a financial advisor?
Jeff has been in the industry since 1997, about 29 years. Top 4% by experience at Strategic Advisers.
What licenses does Jeff hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jeff a fiduciary?
Jeff is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeff paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jeff for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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