Jamie Johnson
Investment adviser representative at Strategic Advisers LLC
20 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
20 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Florida State College of JacksonvilleMay 2022 to Jul 2025
- Clay County SuperviDec 2019 to Jul 2025
- Bellevue UniversityMay 2019 to Oct 2020
- Polo Ralph Lauren Factory StoreJun 2018 to Jul 2025
- WalmartOct 2017 to Jul 2025
- At&tApr 2006 to Jun 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8152219
- Firm CRD
- 104555