Joshua Svensson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Fidelity Investments
  St. Paul, MN
• 09/2024 → 05/2026
  Twin Cities Chess Club
  Minneapolis, MN
• 03/2025 → 08/2025
  Endisys
  Rogers, MN
• 02/2024 → 09/2024
  Jordan Transformers
  Jordan, MN
• 09/2014 → 05/2024
  Hartfiel
  Eden Praire, MN
• 05/2025 → 03/2026
  Thrivent
  Minneapolis, MN

Previous Registrations

• 2025-08-25 → 2026-05-15
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Golden Valley, MN
  Golden Valley, MN
  New Hope, MN
  Minneapolis, MN

Other Businesses

OBA-130042|OrgNmn:Twin cities chess club|Org Addr:Hopkins,Minnesota,US|OBA Nature:Teaches chess|Invst Rel:N|Title:Employee|Duties:Teaching chess at school for 2-4 hours a week|StrtDt:09-02-24|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-08-23

Other Names

• Joshua Svensson
• Joshua Patrick Svensson