Jonathan Allen Hart
Investment adviser representative at Strategic Advisers LLC
18 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
18 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2024 to now
- Cetera Advisors LLCSep 2022 to Mar 2024
- Garspen Ltci, Inc.Jan 2020 to Dec 2023
- Park Avenue SecuritiesSep 2017 to Jan 2020
- Guardian Life Insurance CompanyAug 2017 to Jan 2020
- State Farm Fire and Casualty CompanyOct 2008 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5455460
- Firm CRD
- 104555