Jonathan J Thomas
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Winsor DevelopmentMay 2024 to Aug 2024
- Dedham Country and Polo ClubJun 2023 to Aug 2023
- Wellesley Country ClubMay 2023 to Jun 2023
- Wellesley Country ClubMay 2022 to Aug 2022
- Providence CollegeAug 2021 to May 2025
- Wellesley Country ClubJun 2021 to Aug 2021
- Wellesley Country ClubJun 2020 to Aug 2020
- Valley Associates IncSep 2019 to Mar 2021
- J. Gallerani LandscapingJun 2019 to Aug 2019
- Stride Right Power Skating IncFeb 2018 to Feb 2019
- Wellesley High SchoolAug 2017 to Jun 2021
- UnemployedJun 2017 to Aug 2017
- Monsignor Haddad Middle SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8152269
- Firm CRD
- 104555