Jason Torao Varasteh
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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 LLCJan 2026 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedJun 2025 to Sep 2025
- Proedge Dental Water LabsJul 2024 to Jun 2025
- UnemployedMar 2024 to Jul 2024
- Cue HealthFeb 2022 to Mar 2024
- SomalogicNov 2019 to Feb 2022
- UnemployedOct 2019 to Nov 2019
- ArcherdxJun 2019 to Oct 2019
- SomalogicAug 2017 to Jun 2019
- National Jewish HealthJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8164960
- Firm CRD
- 104555