Jovani Maestas
Investment adviser representative at Strategic Advisers LLC
7 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
7 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsDec 2023 to now
- Northwestern Mutual Investment Services LLCFeb 2023 to Dec 2023
- Northwestern Mutual Life Insurance CompanyAug 2022 to Dec 2023
- JPMorgan Chase BankOct 2019 to Aug 2022
- Jersey MikesApr 2019 to Sep 2019
- UnemployedJan 2019 to Apr 2019
- Jersey MikesJun 2017 to Dec 2018
- Jersey MikesApr 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7612948
- Firm CRD
- 104555