Nicholas Steven Jones
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Nicholas Steven Jones? Claim your profile
Contact this firm
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 LLCApr 2025 to now
- Fidelity InvestmentsSep 2024 to now
- UnemployedJul 2024 to Sep 2024
- Northwestern Mutual Investment Services LLCSep 2023 to Jul 2024
- UnemployedJun 2023 to Sep 2023
- Techtronic IndustriesApr 2022 to Jun 2023
- Spreckels Union School DistrictFeb 2022 to Apr 2022
- UnemployedDec 2021 to Feb 2022
- Corral De Tierra Country ClubMay 2018 to Sep 2018
- StudentSep 2017 to Dec 2021
- Associated Students IncSep 2017 to Mar 2019
- Corral De Tierra Country ClubMay 2017 to Sep 2017
- StudentSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7794664
- Firm CRD
- 104555