Chase Owens
Investment adviser representative at Strategic Advisers LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsJul 2025 to now
- State Farm Vp Management Corp.Jan 2025 to Jul 2025
- Steve Nanez Insurance AgencyMay 2024 to Jul 2025
- Ridglea Country ClubMay 2023 to Aug 2023
- Vineyard VinesJan 2023 to May 2024
- The University of Texas At San AntonioAug 2022 to May 2025
- Self-employedMay 2022 to Aug 2022
- Oklahoma Wesleyan UniversityAug 2020 to May 2022
- Southwest Christian SchoolAug 2016 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8031498
- Firm CRD
- 104555