Jaden James Beulah
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 LLCAug 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Fidelity InvestmentsDec 2024 to Mar 2025
- Music By JadenMay 2024 to Jun 2025
- Leisure N Luxury LLCJan 2024 to Jun 2025
- Spiffy - On-demand Car CareMay 2023 to Aug 2023
- The University of North Carolina At Chapel HillJul 2022 to Mar 2025
- Ymca of the TriangleJul 2022 to Jan 2024
- The Sanczyk Group At Northwestern MutualJun 2022 to Jul 2022
- Mike D's Bbq LLCJul 2021 to Sep 2021
- Harris TeeterMay 2021 to Jul 2021
- Jdc Early College HJun 2018 to Jun 2022
- Rogers-herr MiddleJun 2015 to Jun 2018
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 (NC, 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
- 8115371
- Firm CRD
- 104555