Jonathan Kaiser
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jonathan Kaiser? 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
10 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsSep 2025 to now
- Self EmployedMay 2025 to Aug 2025
- Aurora Hills Middle SchoolSep 2023 to May 2025
- Kaiser Services LLCJun 2023 to Sep 2023
- Stephen Knight CenterOct 2022 to Jun 2023
- Automatic Data ProcessingAug 2022 to Oct 2022
- MarmotMay 2022 to Jul 2022
- Colorado State UnivSep 2019 to May 2022
- Colorado State UniversitySep 2018 to Aug 2019
- Self EmployedMay 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8164722
- Firm CRD
- 104555