Jordan Joseph Krumenacker
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
- Bj Wholesale ClubJul 2020 to Aug 2020
- Atlanta Regional CensusJun 2020 to Jul 2020
- Instacart / MarketsourceJun 2020 to Jul 2020
- CarmaxFeb 2019 to Jan 2026
- BestbuyNov 2018 to Jan 2019
- Visiting Nurses AssociationAug 2018 to May 2019
- StaplesFeb 2018 to Nov 2018
- Bev Smith ToyotaNov 2017 to Feb 2018
- A&d Installation of Wellington, Inc.Oct 2017 to Nov 2017
- Dairy QueenAug 2017 to Sep 2017
- Lincoln Park AcademyJan 2016 to Aug 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
- 8215541
- Firm CRD
- 104555