Jiven Flores
Investment adviser representative at Strategic Advisers LLC
9 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jiven Flores? Claim your profile
Contact this firm
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
9 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Hackman Capital Partners, LLCMay 2025 to May 2025
- Imt ResidentialMay 2024 to Apr 2025
- Fidelity InvestmentsMay 2023 to May 2024
- UnemployedMar 2023 to Apr 2023
- Empower Advisory Group LLCAug 2022 to Feb 2023
- Empower Financial Services IncAug 2022 to Feb 2023
- TD Ameritrade IncFeb 2018 to Aug 2022
- TD Ameritrade Investment Management LLCFeb 2018 to Aug 2022
- ScottradeSep 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6103991
- Firm CRD
- 104555