Josie Ferman

Investment adviser representative at Strategic Advisers LLC

11 yearsExperience

1 stateRegistered in

$1.4TFirm assets

49 yearsFirm in business

Are you Josie Ferman? Claim your profile

Contact this firm

From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

These describe the firm as a whole, not only this advisor.

11 years in the industry.

Registered as an investment adviser representative in 1 state (TX).

$1.4TAssets managed

2,401,763Clients

17,021Advisers

49 yearsIn business

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.