Jonathan Romero
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Bank of America, N.A.May 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jul 2024
- J.P. Morgan Securities LLCNov 2021 to May 2022
- JPMorgan Chase Bank, N.A.Nov 2021 to May 2022
- UnemployedOct 2021 to Oct 2021
- New York Life Insurance AgentsJul 2021 to Sep 2021
- UnemployedFeb 2021 to Jun 2021
- Trinet HrDec 2016 to Jun 2018
- Bank of AmericaOct 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
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
- 7395452
- Firm CRD
- 104555