Jonathan Stocking
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2020 to now
- Northwestern Mutual Investment Services LLCJul 2020 to Oct 2020
- Northwestern Mutual Life Insurance CompanyJun 2020 to Oct 2020
- Element Sports GroupMar 2020 to May 2020
- DhlJan 2020 to Mar 2020
- AmazonDec 2019 to Dec 2019
- Divisions Maintenance GroupJan 2019 to Nov 2019
- Lexington LegendsJan 2018 to Aug 2018
- Bluegrass RentalsMay 2017 to Aug 2017
- StudentAug 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7260079
- Firm CRD
- 104555