Jared Stephensen
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 LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Home Care PulseJan 2022 to Apr 2023
- Full Time EducationSep 2021 to Jan 2022
- Forward ConstructionMay 2021 to Sep 2021
- Full Time EducationDec 2020 to May 2021
- Medical Recovery ServicesJan 2020 to Dec 2020
- Full Time MissionDec 2017 to Dec 2020
- Medical Recovery ServicesOct 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7751209
- Firm CRD
- 104555