Janelle C Thompson
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 InvestmentsAug 2022 to now
- University of Utah School of MedicineNov 2020 to Aug 2022
- Neurobehavioral Center for GrowthJun 2019 to Nov 2020
- Vail Resorts Park City MountainDec 2018 to Feb 2019
- Silver Mountain Spa & Fitness LLCOct 2018 to Jan 2019
- Wasatch BreweryApr 2018 to Jun 2019
- Canyon's Resort Children's CenterNov 2017 to Apr 2018
- University of Utah College of Social WorkJul 2017 to Nov 2017
- Center for Autism and Related Services, CapsMay 2016 to Jul 2017
- Live Nation EntertainmentMar 2016 to May 2017
- Insomniac EventsMar 2015 to Dec 2016
- Accessible Festivals / Ten-fifty EntertainmentOct 2014 to Oct 2017
- Loyola Marymount UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7613697
- Firm CRD
- 104555