Joshua Carson Hakes
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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedApr 2024 to Jun 2024
- Huntsman Cancer FoundationMay 2023 to Apr 2024
- Major Street Pet ServicesSep 2022 to May 2023
- Shore Lodge HotelJun 2022 to Aug 2022
- Jeremy Ranch Golf and Country ClubMay 2021 to Nov 2021
- Summit Primary CareJan 2021 to May 2021
- Tagge's Famous Fruit and Veggie FarmsMay 2020 to Sep 2020
- University of UtahAug 2019 to May 2024
- Cottonwood Country ClubMay 2019 to Aug 2019
- Cottonwood Country ClubJun 2018 to Aug 2018
- Millcreek Pony BaseballMar 2018 to Jun 2018
- Millcreek Pony BaseballMar 2017 to Jun 2017
- Skyline High SchoolAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7949005
- Firm CRD
- 104555