Andrew Jen
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 LLCNov 2025 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedAug 2024 to Jun 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- Sports ColumnOct 2023 to Dec 2023
- UnemployedAug 2023 to Oct 2023
- Newmedical TechnologiesJun 2023 to Aug 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Capital S ConsultingAug 2022 to Jun 2024
- Newmedical Technology, IncJul 2022 to Aug 2022
- Nordstrom RackMay 2022 to Jul 2022
- UnemployedAug 2021 to May 2022
- Hackney'sAug 2020 to Aug 2021
- UnemployedAug 2018 to Aug 2020
- Fonseca Martial ArtsJun 2017 to Aug 2018
- UnemployedJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8117877
- Firm CRD
- 104555