Wylan Jensen
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 LLCSep 2026 to now
- Fidelity InvestmentsApr 2026 to now
- Harborside GroupSep 2025 to Jan 2026
- Great Frogs WineryJun 2025 to Apr 2026
- Papa JohnsJun 2025 to Jul 2025
- Newday USAJun 2024 to Aug 2024
- Lucky BrandJun 2023 to Sep 2023
- Full-time EducationAug 2021 to Dec 2025
- Academy StoneJun 2021 to Sep 2022
- MyselfJan 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 8257814
- Firm CRD
- 104555