Joshua Daniel Peterson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Day One Deliveries LLCNov 2024 to Jan 2025
- JMS Labor Inc.Feb 2022 to Oct 2024
- Bloks LLCAug 2020 to Feb 2022
- West Bountiful CityJul 2020 to Aug 2020
- Lds MissionJul 2018 to Jul 2020
- West Bountiful CityApr 2018 to Jul 2018
- High SchoolJan 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8035231
- Firm CRD
- 104555