Jonathan Yakin Fernandez
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- UnemployedSep 2023 to Dec 2023
- Morgan StanleySep 2023 to Sep 2023
- Morgan StanleyDec 2022 to Aug 2023
- E*trade Capital Management LLCFeb 2021 to Aug 2023
- E*trade Securities LLCJan 2021 to Aug 2023
- Fidelity Brokerage Services LLCMay 2019 to Jan 2021
- UnemployedFeb 2019 to Apr 2019
- Bank of America, N.A.Oct 2018 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Jan 2019
- Edward JonesNov 2017 to Jun 2018
- Fisher InvestmentsFeb 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 66 · Uniform Combined State Law2018
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
- 6695285
- Firm CRD
- 104555