Sam Jensen
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 InvestmentsMay 2023 to now
- Dennler FurnishingDec 2022 to Mar 2023
- Riverside Country ClubAug 2022 to May 2023
- Blue Raven SolarAug 2022 to Aug 2022
- ChipotleJul 2022 to Jul 2022
- Farmers InsuranceJan 2021 to Sep 2022
- Moosies WoodworksJun 2020 to Dec 2021
- Huish MaterialsApr 2020 to Jun 2020
- Church of Jesus Christ of Latter Day SaintsMay 2018 to Apr 2020
- SnowbirdNov 2017 to Apr 2018
- Chip CookiesAug 2017 to Sep 2017
- High School StudentApr 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7751357
- Firm CRD
- 104555