Jose Andres Delgado
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 InvestmentsSep 2024 to now
- Tri Counties BankJan 2023 to Aug 2024
- JPMorgan ChaseFeb 2021 to Jan 2023
- McdonaldsJul 2020 to Jan 2021
- UnemployedJun 2020 to Jun 2020
- McdonaldsSep 2018 to May 2020
- UnemployedAug 2018 to Aug 2018
- McdonaldsDec 2017 to Jul 2018
- UnemployedAug 2017 to Dec 2017
- San Diego County FairJun 2017 to Jul 2017
- UnemployedJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7987627
- Firm CRD
- 104555