Jordan Leibovici
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsSep 2024 to now
- Hatherly Country ClubJun 2024 to Aug 2024
- UnemployedAug 2023 to May 2024
- Qualitas Dental PartnersJun 2023 to Aug 2023
- UnemployedAug 2022 to Jun 2023
- Hatherly Country ClubJun 2020 to Aug 2022
- UnemployedMar 2019 to Jun 2020
- Cohasset Tennis ClubOct 2018 to Mar 2019
- UnemployedFeb 2018 to Oct 2018
- Atlantic BagelSep 2017 to Feb 2018
- UnemployedMay 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7987081
- Firm CRD
- 104555