Jonathan William Linker

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

• 12/2024 → 09/2025
  Unemployed
  Houston, TX
• 08/2019 → 12/2024
  Texas Tech University
  Houston, TX
• 08/2015 → 05/2019
  Memorial High School
  Houston, TX
• 06/2023 → 07/2023
  Northstar Wealth Management
  Houston, TX
• 06/2018 → 08/2018
  The Stretch Factor
  Houston, TX
• 06/2021 → 08/2021
  I Fratelli Pizza Houston
  Houston, TX
• 06/2024 → 11/2024
  Cerity Partners Llc
  Reston, VA
• 09/2025 → Present
  Fidelity Investments
  Houston, TX
• 06/2019 → 07/2019
  Unemployed
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-01-27