Jared Jt Tello
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 InvestmentsMar 2023 to now
- Rivers CasinoNov 2022 to Mar 2023
- UnemployedJul 2022 to Nov 2022
- Depaul UniversityMay 2020 to Jun 2022
- DefunctJul 2019 to Aug 2021
- LevyMar 2019 to May 2020
- Wilbur Wright Community CollegeJun 2018 to Apr 2020
- Yum! BrandsMay 2018 to Jan 2019
- University of Colorado BoulderJan 2018 to May 2018
- Victory's BannerMay 2017 to Jan 2018
- Lincoln Park High SchoolMar 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7716967
- Firm CRD
- 104555