Jason Robert Yevak
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- La Tavola Five Parks LLC.Jan 2023 to May 2023
- Lancaster UniversityOct 2022 to Dec 2022
- Avanti Food and BeverageApr 2022 to Sep 2022
- Boulder Country ClubMay 2021 to Sep 2021
- University of Colorado At BoulderAug 2019 to May 2023
- Lucky's MarketDec 2018 to May 2019
- Amici's Pizzeria & ItalianJun 2017 to Sep 2017
- Bongiovanni LLCAug 2016 to May 2017
- Ralston Valley Senior High SchoolAug 2015 to May 2019
- Jason Yevak's Pet SittingJan 2012 to Jan 2019
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 (CO, 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
- 7774578
- Firm CRD
- 104555