Jonathan Thomas Hertneky
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 InvestmentsOct 2021 to now
- United States Air Force Reserve CommandDec 2018 to now
- Peyton Resource GroupDec 2018 to Jul 2020
- USAA Investment Services CompanyDec 2018 to Jul 2020
- UnemployedAug 2018 to Dec 2018
- LyftOct 2017 to Jan 2019
- FastenSep 2016 to Jan 2017
- Ride Fare, LLCSep 2016 to Jan 2017
- Ride Share AustinSep 2016 to Jan 2017
- Miss Millennia Magazine, LLCFeb 2016 to Dec 2016
- Charles Schwab & Co., IncSep 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 6174573
- Firm CRD
- 104555