Taron B. Defevers
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedSep 2025 to Jan 2026
- First Baptist Church of JacksonvilleFeb 2024 to Aug 2025
- First Baptist Church of JacksonvilleMar 2021 to Jan 2024
- Midwestern Baptist Theological SeminaryAug 2019 to Dec 2025
- Association of Certified Biblical CounselorsAug 2017 to Feb 2021
- UnemployedJun 2017 to Jul 2017
- Compass Bible ChurchJun 2016 to May 2017
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
- 8215536
- Firm CRD
- 104555