Jayshree Mistry
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 LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- Charles Schwab & Co., Inc.Jul 2021 to Jan 2024
- Charles Schwab Bank, SsbJul 2021 to Jan 2024
- JP Morgan Securities LLCApr 2021 to Jul 2021
- JPMorgan Chase Bank, N.A.Apr 2021 to Jul 2021
- UnemployedJan 2021 to Mar 2021
- Wells FargoApr 2017 to Dec 2020
- Wells Fargo Clearing Services, LLCApr 2017 to Dec 2020
- UnemployedDec 2016 to Mar 2017
- Wells Fargo AdvisorsJul 2014 to Nov 2016
- Wells Fargo Bank, N.A.Jul 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6140022
- Firm CRD
- 104555