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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.

  1. Strategic Advisers LLCJan 2026 to now
  2. Fidelity InvestmentsSep 2025 to now
  3. UnemployedJun 2025 to Sep 2025
  4. Proedge Dental Water LabsJul 2024 to Jun 2025
  5. UnemployedMar 2024 to Jul 2024
  6. Cue HealthFeb 2022 to Mar 2024
  7. SomalogicNov 2019 to Feb 2022
  8. UnemployedOct 2019 to Nov 2019
  9. ArcherdxJun 2019 to Oct 2019
  10. SomalogicAug 2017 to Jun 2019
  11. 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
Advisor's SEC record (opens in a new tab)
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