Joshua Guardado
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Jun 2024
- J.P. Morgan Securities LLCMar 2021 to May 2022
- JPMorgan Chase Bank, N.A.Mar 2021 to May 2022
- Bank of TexasSep 2020 to Mar 2021
- Home DepotMay 2020 to Aug 2020
- JPMorgan Chase Bank, N.A.Jul 2019 to Oct 2020
- UnemployedMar 2011 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7356038
- Firm CRD
- 104555