Jordan Joosten
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jordan Joosten? 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
11 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Alter'd StateJun 2025 to Aug 2025
- Live NationMay 2024 to Oct 2025
- Paragon Marketing LLCMay 2024 to Jun 2024
- UnemployedSep 2023 to May 2024
- University of UtahAug 2023 to Apr 2025
- Live NationMay 2023 to Sep 2023
- Brahma Group Inc.May 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- Brahma Group Inc.May 2022 to Aug 2022
- Southern Utah UniversityAug 2021 to May 2023
- Terra Millennium CooperationJun 2021 to Aug 2021
- UnemployedSep 2020 to Jun 2021
- Cowabunga Bay Water ParkJun 2020 to Sep 2020
- Vendtrac Consulting ServicesMar 2020 to May 2020
- Chick-fil-a RestaurantJun 2019 to Feb 2020
- Riverton High SchoolAug 2015 to Jun 2021
- UnemployedJan 2015 to Jun 2019
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
- 8184499
- Firm CRD
- 104555