Hightower Advisors
45yrs
Top advisor by experience in New York City
2yrs
Jane Pless
Financial advisor at Strategic Advisers
Jane Pless is a fiduciary financial advisor in New York City, New York, with 2 years in the industry. Jane joined Strategic Advisers in 2025, after less than a year at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 103 advisors with offices in New York City, and one of 92 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office165 Broadway, New York City, NY 10006
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 ?1 state
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Nov 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Jane
Tailored to Jane’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jane
How do I contact Jane?
Call Strategic Advisers at (617) 563-7000 and ask for Jane Pless. Jane works from the New York City, NY office.
How long has Jane been a financial advisor?
Jane has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jane hold?
Series 66. Tap any license on this page to see what it allows.
Is Jane a fiduciary?
Jane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jane paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jane 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.
Other advisors nearby
International Assets Investment Management
41yrs
Top 2% by experience in New York City
Valueworks
40yrs
Top 3% by experience in New York City
UBS Financial Services
39yrs
Michael Giacone
Financial advisor
1285 Avenue Of The Americas 15th, 16th, 17th & 18th
New York City, NY 10019
New York City, NY 10019
Top 4% by experience in New York City
Advice and Planning Services
37yrs
Top 1% by experience at Advice and Planning Services
Whiston Asset Management
35yrs
Top 6% by experience in New York City