Jesse S Mellema
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Coast Physical MedicineJun 2025 to Jan 2026
- Luna PtApr 2025 to Jan 2026
- In Motion OcJan 2025 to Jan 2026
- Rahkshani Institute Age LabJan 2024 to Mar 2024
- Modern TwistJan 2023 to Jan 2026
- Azusa Pacific UniversityJan 2022 to Dec 2024
- Rahkshani Institute Age LabOct 2021 to Dec 2021
- Orthopaedic and Spine Care Physical TherapyApr 2019 to Oct 2021
- Islands RestaurantJan 2015 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 8212966
- Firm CRD
- 104555