Regon Jefferson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJan 2025 to now
- SparkDec 2024 to Jan 2025
- RegionsJun 2024 to Jan 2025
- Lumos Marketing GroupMar 2023 to Oct 2023
- Self/ 5 Stars Moving and CleaningJan 2021 to Mar 2023
- Door DashDec 2020 to Nov 2024
- UnemployedFeb 2020 to Dec 2020
- Piney Ridge Treatment FacilityJul 2019 to Feb 2020
- TqlDec 2018 to Mar 2019
- WaitrMar 2017 to Dec 2018
- StudentAug 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State 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
- 8035565
- Firm CRD
- 104555