Jonathan A Guerrero
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 InvestmentsFeb 2023 to now
- Enterprise HoldingsFeb 2022 to Feb 2023
- UnemployedNov 2021 to Jan 2022
- Leola ConstructionSep 2021 to Oct 2021
- YelpMay 2021 to Sep 2021
- Olive GardenFeb 2021 to May 2021
- StudentApr 2020 to Jan 2021
- Northwestern MutualMay 2019 to Mar 2020
- SprintMar 2018 to Apr 2019
- UnemployedFeb 2018 to Feb 2018
- Chick Fil AMar 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6979000
- Firm CRD
- 104555