Joann Doan
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Joann Doan? Claim your profile
Contact this firm
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 LLCMar 2026 to now
- Fidelity InvestmentsSep 2025 to now
- Uc DavisSep 2024 to Aug 2025
- Moss AdamsJun 2024 to Aug 2024
- Uc DavisSep 2023 to May 2024
- California Department of TransportationDec 2022 to Oct 2023
- Iron Horse TavernSep 2022 to Dec 2022
- Sprouts Farmers MarketAug 2020 to May 2022
- Folsom High SchoolAug 2015 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8164713
- Firm CRD
- 104555