Jaan Erik Larkin
Investment adviser representative at Stratfi
19 yearsExperience
1 stateRegistered in
$115MFirm assets
1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
19 years in the industry.
- StratfiSep 2024 to now
- Strategic Foresight Investments LLCJun 2024 to now
- Strategic Foresight Investments LLCJun 2021 to Jan 2024
- University of DelawareFeb 2021 to May 2024
- WawaDec 2020 to Feb 2021
- Stony Brook UniversityJul 2020 to Dec 2020
- De La Coeur Cafe Et PatisserieApr 2018 to Jan 2020
- Brandywine School DistrictAug 2007 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (DE).
Stratfi
Legal name: Strategic Foresight Investments LLC
$115MAssets managed
87Clients
2Advisers
1 yearIn 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
- 7987486
- Firm CRD
- 164744