Jonathan Penoyer
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 InvestmentsSep 2021 to now
- Self EmployedAug 2021 to Sep 2021
- Empower RetirementNov 2020 to Sep 2021
- Digital Federal Credit UnionNov 2019 to Nov 2020
- Boeing Employees Credit UnionAug 2018 to Aug 2019
- Honda of SeattleNov 2016 to Aug 2018
- Lehigh Valley HondaJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7293440
- Firm CRD
- 104555