Jonathan Carter Yellman
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2020 to now
- UnemployedMar 2020 to Oct 2020
- University of CincinnatiAug 2018 to May 2019
- Prestige Audio VisualMay 2018 to Mar 2020
- BefitnycOct 2017 to May 2018
- Queens CollegeAug 2017 to May 2018
- Freelance (none)Jun 2017 to May 2018
- Northern Kentucky UniversityJan 2015 to May 2017
- Prestige Audio VisualJul 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- 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
- 7309545
- Firm CRD
- 104555