Johnathon Kevin Murri
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Codale Electric SupplyNov 2023 to May 2024
- Bethco SolutionsAug 2023 to Oct 2023
- Black Widow Pest ControlMay 2020 to Aug 2023
- AmazonMay 2020 to Jul 2020
- Murdock HyundaiNov 2019 to May 2020
- Church of Jesus Christ of Latter Day SaintsDec 2017 to Nov 2019
- Murdock HyundaiJun 2017 to Dec 2017
- Tsunami Restaurant and Sushi BarAug 2016 to Nov 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 (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
- 7948141
- Firm CRD
- 104555