Jordan Wertheim
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2021 to now
- UnemployedOct 2020 to Feb 2021
- West Direct OilJun 2019 to Sep 2020
- Townsend Retirement and Estate PlanningMay 2018 to Aug 2018
- Hapa SushiApr 2018 to Oct 2018
- Cuttarelli Vision Lasik CenterApr 2017 to Sep 2017
- Lipstick BarJul 2016 to Nov 2016
- Regis UniversityAug 2015 to May 2019
- Sherwin WilliamsAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 6965308
- Firm CRD
- 104555