Jing Lin
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2023 to now
- Monex USASep 2023 to Oct 2023
- ClockworkMay 2023 to Sep 2023
- UnemployedFeb 2023 to May 2023
- First Republic BankNov 2020 to Jan 2023
- JP Morgan Chase Bank NASep 2019 to Nov 2020
- JP Morgan Securities LLCSep 2019 to Nov 2020
- August HallMay 2019 to Mar 2020
- Dada BarAug 2017 to Aug 2019
- UnemployedJun 2017 to Aug 2017
- The Graduate BarMar 2017 to Jun 2017
- Brix 581Sep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7181364
- Firm CRD
- 104555