Jane Pless
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- F45 Training North ParamusAug 2023 to now
- Ca FerolieJun 2022 to Apr 2024
- IprgJun 2021 to Jul 2021
- Procida Funding & AdvisorsJun 2020 to Aug 2020
- Fordham UniversityAug 2019 to Dec 2022
- Harvest DishJul 2018 to Nov 2018
- Pless and Habeeb LLPJan 2018 to Sep 2019
- Ramsey High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7948268
- Firm CRD
- 104555