Jonathan Ten bosch
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jonathan Ten bosch? Claim your profile
Contact this firm
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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2021 to now
- UnemployedSep 2020 to Apr 2021
- Northwestern Mutual Investment Services LLCJul 2019 to Sep 2020
- Northwestern Mutual Life Insurance CompanyJul 2019 to Sep 2020
- Northwestern Mutual Wealth Management CompanyJul 2019 to Sep 2020
- Metropolitan State UniversityJan 2017 to Jan 2019
- Front Range Community CollegeJan 2013 to Jan 2017
- Lifetime FitnessApr 2010 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7123957
- Firm CRD
- 104555