Jun wei Goh
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 InvestmentsJul 2024 to now
- Self EmployedJan 2022 to Jun 2024
- Momentum Indoor Climbing GymJun 2021 to Nov 2022
- University of WashingtonNov 2019 to Jan 2021
- The North FaceAug 2019 to Nov 2022
- Robert HalfJun 2019 to Sep 2019
- Singapore Armed ForcesApr 2017 to Feb 2019
- Self EmployedJan 2017 to Sep 2019
- UnemployedJun 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7963326
- Firm CRD
- 104555