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CFP
AJ
CFP

Amber Jones

Strategic Advisers LLC
21 Years of Experience
Vero Beach, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Amber Jones is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Vero Beach, FL, with 21 years of industry experience. Amber is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16982 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

821 Beachland Blvd, Vero Beach, FL, 32963-1606

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History

Regulatory History (1)
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Criminal
October 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Amber is the sole proprietor of Vivifye Me LLC, an online retail business, since 2019. She spends minimal time sourcing, listing, and shipping items sold via online marketplaces.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
November 2024 - Present · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
December 2024 - March 2025 · 3 mos
VALIC Financial Advisors, INC.
July 2005 - October 2024 · 19 yrs 3 mos
VALIC Financial Advisors, INC.Broker
April 2005 - October 2024 · 19 yrs 6 mos
American General Distributors, INC.Broker
February 2005 - April 2005 · 2 mos
State Registrations20 states
COCTDEFLGAINMAMENCNHNJNMNYOHPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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