Jeffrey Osakwe
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jeffrey Osakwe? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Wells Fargo Advisors Financial Network, LLCJan 2023 to now
- UnemployedNov 2022 to Jan 2023
- Kay Properties & Investments LLCMar 2022 to Nov 2022
- UnemployedNov 2021 to Feb 2022
- Goldman Sachs Ayco Personal Financial ManagementAug 2019 to Oct 2021
- Aftercare IncOct 2018 to Mar 2019
- Advantage SolutionsSep 2018 to Feb 2019
- PinkberryJul 2017 to Oct 2018
- University of California- Irvine Blood Donor CenterSep 2016 to May 2017
- University of California- IrvineJul 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7333599
- Firm CRD
- 104555