Jonah Steven Hoeg
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
- The Town and Country ClubMay 2024 to Jul 2024
- University of ST. ThomasSep 2023 to May 2024
- The Town and Country ClubMay 2023 to Sep 2023
- University of ST. ThomasSep 2022 to May 2023
- DoordashMay 2022 to Sep 2022
- University of ST. ThomasSep 2021 to May 2022
- DoordashMay 2021 to Sep 2021
- University of ST. ThomasSep 2020 to May 2021
- Topline Services IncJun 2020 to Sep 2020
- Prior Lake High SchoolJun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7965914
- Firm CRD
- 104555