Jinyuan Ren
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsMar 2026 to now
- UnemployedNov 2025 to Mar 2026
- Integral Financial LLCMay 2025 to Oct 2025
- Alpha In Bay IncFeb 2025 to May 2025
- The Coury FirmJun 2024 to Jan 2025
- UnemployedSep 2023 to Jun 2024
- Harvest (jiashi) Wealth Management LtdJul 2023 to Aug 2023
- UnemployedFeb 2021 to Jul 2023
- Bain & CompanyDec 2020 to Feb 2021
- UnemployedAug 2020 to Dec 2020
- KpmgJul 2020 to Aug 2020
- UnemployedMar 2016 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8110975
- Firm CRD
- 104555