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Jason Guevara-Martinez

Strategic Advisers LLC
7 Years of Experience
Ventura, CA
3 DisclosuresBroker
View SEC Summary
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Jason Guevara-Martinez is a registered investment advisor at Strategic Advisers LLC, based in Ventura, CA, with 7 years of industry experience. Jason 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
16991 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

Ventura, CA

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2022
Final
Financial
October 2022
Final
Financial
July 2022
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason is a mobile notary public, providing services during non-business hours, dedicating a few hours per week. He is also a managing member of JEGM Holdings LLC, a property management company, spending a few hours per week on this activity.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
February 2023 - Present · 3 yrs 8 mos
Fidelity Brokerage Services LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2023 - March 2025 · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2018 - September 2022 · 4 yrs 3 mos
State Registrations37 states
AKAZCACOCTDCFLGAHIIAIDILINLAMAMDMNMSMTNCNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
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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