Jorge Chavez enriquez
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 LLCJul 2026 to now
- Fidelity Brokerage Services LLCMay 2026 to now
- Fidelity InvestmentsMay 2026 to now
- UnemployedSep 2025 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to Sep 2025
- Bank of AmericaSep 2021 to Jan 2025
- UnemployedFeb 2021 to Sep 2021
- Wells FargoOct 2020 to Feb 2021
- UnemployedFeb 2020 to Oct 2020
- Discover Financial ServicesJan 2018 to Feb 2020
- UnemployedAug 2017 to Jan 2018
- AmazonAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8036243
- Firm CRD
- 104555