Jason Christopher Junkin
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsApr 2026 to now
- Peaceful Glen LLCJan 2026 to Apr 2026
- West Virginia UniversityJan 2026 to Apr 2026
- UnemployedMar 2025 to Dec 2025
- TIAAAug 2014 to Mar 2025
- TIAA-CREF Individual & Institutional Services, LLCAug 2014 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WV).
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
- 6138392
- Firm CRD
- 104555