Jana Mae Walker
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 LLCJan 2026 to now
- Fidelity InvestmentsJan 2025 to now
- Texas RoadhouseOct 2023 to Jan 2025
- Ut ArlingtonAug 2023 to Oct 2023
- Bell HelicopterMay 2022 to Aug 2023
- Ut ArlingtonJan 2022 to May 2022
- The Keller PointeDec 2021 to Jan 2022
- UnemployedNov 2021 to Dec 2021
- United States Marine CorpsNov 2016 to Nov 2021
- Leblanc & AssociatesMay 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- 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
- 8036628
- Firm CRD
- 104555