Jimmy Ledezma Trejo
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 InvestmentsMay 2021 to now
- Blue BeaconDec 2020 to May 2021
- Walmart Distribution CenterNov 2020 to Dec 2020
- Denton County Sheriffs OfficeJul 2020 to Oct 2020
- Western Governors UniversityJun 2020 to Jan 2021
- North Central Texas CollegeAug 2019 to Feb 2020
- Bucee's LtdJan 2019 to Jul 2020
- J & L UtilitiesSep 2018 to Jan 2019
- At StaffingJul 2018 to Sep 2018
- UnemployedJun 2018 to Jul 2018
- U.S NavyMay 2018 to Jun 2018
- J & L ProduceAug 2016 to May 2018
- Texas Womans UniversityAug 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7394305
- Firm CRD
- 104555