Adam Jaros
Investment adviser representative at Strategic Advisers LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Sierra Investment Management, IncJun 2021 to Dec 2022
- UnemployedJan 2021 to Jun 2021
- TD Waterhouse Investor Services IncAug 2005 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2904817
- Firm CRD
- 104555