Stephen Matthew Jaffke
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 InvestmentsNov 2021 to now
- The Vanguard Group, Inc.Mar 2020 to Oct 2021
- Aqua Safe Swim SchoolJun 2019 to Jan 2020
- C2 TacticalApr 2019 to Jun 2019
- Thrivent Financial (michael Buric)Jan 2019 to Jan 2020
- DominoesJan 2019 to Apr 2019
- Olive GardenJan 2018 to Aug 2018
- LacoeApr 2017 to Aug 2017
- Shetler SecurityFeb 2017 to Dec 2017
- Grand Canyon UniversityAug 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7052091
- Firm CRD
- 104555