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Jason Niekamp

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.

  1. Strategic Advisers LLCSep 2025 to now
  2. Fidelity InvestmentsJun 2024 to now
  3. UnemployedMay 2024 to Jun 2024
  4. Georgia College and State UniversityAug 2023 to May 2024
  5. UnemployedMay 2023 to Aug 2023
  6. Georgia College and State UniversityAug 2022 to May 2023
  7. Metropolis CafeJun 2022 to Sep 2022
  8. Lake Oconee BistroMay 2022 to May 2022
  9. Georgia College and State UniversityAug 2021 to May 2022
  10. Boneisland GrillMay 2021 to Aug 2021
  11. Georgia College and State UniversityAug 2020 to May 2021
  12. UnemployedJun 2020 to Aug 2020
  13. South Walton Beach AssociationMay 2020 to Jun 2020
  14. Play-it-again SportsOct 2019 to Mar 2020
  15. Full-time StudentAug 2019 to May 2020
  16. Advance Drum ServicesMay 2019 to Aug 2019
  17. Steel Canyon Golf ClubSep 2018 to Dec 2018
  18. Full Time StudentAug 2018 to May 2019
  19. Advance Drum ServicesMay 2018 to Aug 2018
  20. Pig-n-chick BbqSep 2017 to May 2018
  21. Full Time StudentAug 2017 to May 2018
  22. UnemployedMay 2017 to Aug 2017
  23. Full-time StudentAug 2016 to May 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 (FL, 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
7948310
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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