Jared Bottger
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Orangetheory FitnessMay 2022 to May 2023
- ExosApr 2022 to Aug 2022
- Tonal Systems, IncFeb 2022 to Apr 2022
- Prizm, LLCJan 2021 to Aug 2022
- Sport Durst PowersportsJul 2020 to Nov 2021
- UnemployedMar 2020 to Jul 2020
- Notre Dame-cathedral Latin SchoolAug 2019 to Mar 2020
- Rei Co-opAug 2019 to Mar 2020
- UnemployedMay 2019 to Aug 2019
- Miami UniversityAug 2017 to May 2019
- Towne ParkJun 2017 to Aug 2017
- Miami UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MI, 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
- 7750052
- Firm CRD
- 104555