George Thomas Jochens
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 InvestmentsJul 2024 to now
- Forsyth AdvisorsJun 2024 to Jun 2024
- Fidelity InvestmentsOct 2021 to Jun 2024
- Wells Fargo Clearing ServicesJun 2021 to Oct 2021
- RandstadMar 2021 to Oct 2021
- TD AmeritradeJun 2020 to Mar 2021
- Log Cabin Country ClubAug 2019 to Nov 2019
- BellhopJul 2019 to Jan 2021
- Saint Louis UniversitySep 2018 to Jul 2019
- City of GlendaleMay 2018 to Aug 2018
- University of Missouri - ColumbiaAug 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
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
- 7268623
- Firm CRD
- 104555