Jill Marie Berkemeier
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 InvestmentsOct 2021 to now
- J.P. Morgan Securities LLCNov 2020 to Sep 2021
- JPMorgan Chase Bank, N.A.Nov 2020 to Sep 2021
- Huntington National BankMar 2020 to Nov 2020
- SevaOct 2019 to Mar 2020
- Minnesota Life Insurance CompanyMay 2019 to Oct 2019
- Securian Financial Services, Inc.May 2019 to Sep 2019
- Wealth Strategies Financial GroupMay 2019 to Sep 2019
- The Pointe Bar & GrillMar 2019 to Dec 2019
- Texas RoadhouseDec 2018 to Jan 2019
- Orkin Pest ControlFeb 2017 to Feb 2019
- TerminixJul 2016 to Jan 2017
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 (MI, 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
- 7120965
- Firm CRD
- 104555