Jojiro Lecroix
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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 InvestmentsFeb 2023 to now
- UnemployedOct 2022 to Feb 2023
- Northern Kentucky UniversityOct 2021 to Sep 2022
- UnemployedJul 2021 to Sep 2021
- Ashford UniversityJul 2017 to Feb 2020
- Brinks IncJun 2017 to Jun 2021
- SanmarFeb 2017 to Jun 2017
- UnemployedDec 2016 to Jan 2017
- US ArmyJul 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7703641
- Firm CRD
- 104555