Jeffrey Limeta
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 LLCSep 2025 to now
- Fidelity InvestmentsMay 2025 to now
- J.P. Morgan Securities LLCApr 2023 to May 2025
- JPMorgan Chase Bank, N.A.Apr 2023 to May 2025
- UnemployedJun 2022 to Apr 2023
- Cover FinancialFeb 2019 to Jun 2022
- Hard WaterMay 2018 to Aug 2019
- 21st Amendment BreweryMay 2017 to Aug 2018
- UnemployedSep 2016 to Apr 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 (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
- 7722766
- Firm CRD
- 104555