Jonathan Rogers
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Legacy CapitalAug 2020 to Apr 2023
- UnemployedApr 2020 to Aug 2020
- Florida Atlantic UniversityMar 2020 to May 2023
- Hollywood Hills United MethodistAug 2019 to Apr 2020
- Pet Supplies PlusFeb 2019 to Aug 2019
- South Broward High SchoolAug 2018 to Feb 2019
- Marine Industries Association of South FloridaJun 2018 to Aug 2018
- South Broward High SchoolAug 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7750078
- Firm CRD
- 104555