Jason Erno
Investment adviser representative at Strategic Advisers LLC
19 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jason Erno? Claim your profile
Contact this firm
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
19 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsOct 2025 to now
- HichJul 2025 to Oct 2025
- LyftMar 2025 to Oct 2025
- UberFeb 2025 to Sep 2025
- UnemployedJan 2025 to Feb 2025
- Thrivent FinancialOct 2024 to Jan 2025
- UnemployedJul 2024 to Oct 2024
- PrgiAug 2006 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7990702
- Firm CRD
- 104555