Jasmine Flores
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- Bank of America, N.A.Sep 2020 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Sep 2020
- Merrill LynchJun 2019 to Aug 2019
- AfsaDec 2018 to Jun 2020
- Wells FargoFeb 2018 to Jan 2019
- George Washington UniversitySep 2017 to May 2018
- VapianoJul 2017 to Jan 2018
- PaneraJun 2017 to Jul 2017
- Farmers Fishers BakeryMar 2017 to Jun 2017
- George Washington UniversityOct 2016 to May 2017
- The George Washington UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7268541
- Firm CRD
- 104555