Noah Jorgensen
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- GeoglowsAug 2024 to Dec 2024
- Church of Jesus Christ of Latter-day SaintsMay 2024 to Oct 2025
- Mathnasium of OremFeb 2023 to May 2024
- Talecris Plasma ResourcesMay 2022 to Feb 2023
- Panda ExpressApr 2022 to Jun 2022
- Handel's Homemade Ice CreamAug 2021 to Jul 2022
- UnemployedJul 2019 to Aug 2021
- Off Broadway ShoesJun 2017 to Jun 2019
- UnemployedNov 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8183640
- Firm CRD
- 104555