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Jaray Tyree Smith

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.

  1. Strategic Advisers LLCSep 2026 to now
  2. Fidelity InvestmentsFeb 2023 to now
  3. UnemployedNov 2022 to Feb 2023
  4. Uber EatsOct 2022 to Feb 2023
  5. Colorado Department of Human ServicesSep 2022 to Nov 2022
  6. UnemployedJun 2022 to Sep 2022
  7. Amazon LogisticsNov 2021 to Jun 2022
  8. Waterway Car WashOct 2021 to Nov 2021
  9. Boys & Girls Club of Weld CountyAug 2019 to Aug 2021
  10. 1-800 Got JunkAug 2018 to Sep 2018
  11. Olive GardenMar 2018 to Jul 2018
  12. Sams ClubMay 2017 to Aug 2017
  13. University of Northern ColoradoAug 2016 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2026

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
7698095
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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