Jordan Riggen
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 LLCApr 2026 to now
- Fidelity InvestmentsJan 2026 to now
- TIAAJan 2024 to Dec 2025
- TIAA-CREF Individual & Institutional Services, LLCJan 2024 to Dec 2025
- University of Colorado At BoulderJun 2022 to Dec 2023
- Vector MarketingDec 2019 to Feb 2020
- Metro State University DenverAug 2019 to Jun 2023
- Mcdonald'sAug 2017 to Jan 2021
- Legend High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- 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
- 7794750
- Firm CRD
- 104555