Jeffrey Oline
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage ServicesAug 2020 to now
- Wells Fargo Bank, NAMay 2019 to Aug 2020
- Wells Fargo Clearing Services, LLCMay 2019 to Aug 2020
- Raymond James & Associates, Inc.Jan 2018 to May 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2018
- Wells Fargo Bank NAFeb 2013 to Jan 2018
- Wells Fargo Advisors LLCFeb 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5668178
- Firm CRD
- 104555