Jedd Bautista
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Uber EatsApr 2024 to Apr 2024
- UnemployedAug 2023 to Jul 2024
- MathnasiumNov 2022 to Aug 2023
- UnemployedJun 2022 to Nov 2022
- College of the CanyonsNov 2021 to Jun 2022
- UnemployedApr 2021 to Nov 2021
- Lockheed MartinMar 2020 to Apr 2021
- UnemployedDec 2019 to Mar 2020
- United States Air ForceNov 2013 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7973046
- Firm CRD
- 104555