Jaime Villarreal
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsMar 2026 to now
- J.P. Morgan Securities LLCOct 2022 to Mar 2026
- JPMorgan Chase Bank, N.A.Oct 2022 to Mar 2026
- Wells Fargo Clearing Services, LLCJun 2021 to Oct 2022
- Wells Fargo NADec 2017 to Oct 2022
- CitigroupMay 2017 to Dec 2017
- Law Offices of Javier VillarrealApr 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7400876
- Firm CRD
- 104555