Jonah J Mahowald
Investment adviser representative at Strategic Advisers LLC
6 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
6 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsDec 2021 to now
- Kocourek Motor CompanyApr 2021 to Dec 2021
- Wells Fargo Clearing Services LLCMay 2020 to Apr 2021
- Rhi General GroupMay 2020 to Aug 2020
- UnemployedJan 2020 to May 2020
- Wisconsin Management CompanyJun 2019 to Aug 2019
- Wisconsin Management CompanyMay 2018 to Aug 2018
- Wisconsin Management CompanyJul 2017 to Aug 2017
- TargetJun 2017 to Jul 2017
- Recreational Equipment Inc.Nov 2016 to Feb 2017
- University of Wisconsin - MadisonAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7254121
- Firm CRD
- 104555