Michael Lee Jones
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 InvestmentsAug 2023 to now
- Simmons BankOct 2022 to Aug 2023
- 10 FitnessJun 2022 to Sep 2022
- Orangetheory FitnessFeb 2022 to Jun 2022
- ArvestDec 2021 to Feb 2022
- 10 FitnessDec 2020 to Dec 2021
- TargetOct 2020 to Dec 2020
- Orangetheory FitnessAug 2019 to Oct 2020
- KrogerMar 2019 to Aug 2019
- Arkansas Tech UniversityAug 2018 to Mar 2019
- LowesFeb 2018 to Aug 2018
- Bryant High SchoolOct 2017 to Feb 2018
- Chick Fil AJun 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7800102
- Firm CRD
- 104555