Jermaine Raymont Williams
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4TFirm assets
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Mpf Services LLCJan 2022 to Dec 2022
- 517 LLCNov 2021 to Jan 2023
- Workforce SoftwareApr 2020 to Jan 2023
- Empowerment and Development Housing Resource CenterSep 2018 to Jan 2023
- ShiptJun 2018 to Aug 2018
- Credit Acceptance CorporationJun 2016 to Mar 2020
- Baker and Associates Realty GroupMar 2016 to Oct 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7694213
- Firm CRD
- 104555