Jared Bjornberg
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- NovocureNov 2019 to May 2021
- DoordashOct 2019 to Jun 2021
- Bank of New Hampshire PavilionJun 2019 to Aug 2019
- Sun Communities (jensen Communities)May 2019 to Aug 2019
- University System of New HampshireSep 2018 to Nov 2019
- Concord Parks and RecreationMay 2018 to Jan 2019
- University of New HampshireAug 2017 to May 2021
- The AutomasterJun 2017 to Aug 2017
- Market BasketDec 2015 to May 2017
- Pembroke AcademyAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7401451
- Firm CRD
- 104555