Mekenzie Rae Jones
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Edward JonesSep 2019 to May 2022
- St. Vrain Valley School DistrictMar 2019 to Jul 2019
- Shiloh HouseMay 2018 to Sep 2019
- Holland Partner GroupJun 2017 to May 2018
- Pacific Lutheran UniversityJan 2016 to Jun 2017
- Full-time Education (college)Sep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, WA).
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
- 7174256
- Firm CRD
- 104555