Jun Austin Simmons
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- UnemployedAug 2022 to Feb 2023
- Chase BankMar 2022 to Aug 2022
- UnemployedMay 2021 to Mar 2022
- U.S. NavyApr 2021 to May 2021
- White Tree SushiDec 2019 to Dec 2019
- DoordashMay 2018 to Apr 2021
- Firehouse SubsJun 2017 to Aug 2017
- Rocky Mountain Student MediaSep 2016 to May 2019
- Colorado State UniversityAug 2016 to May 2020
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
- 7698089
- Firm CRD
- 104555