Jonathan Thomas Hertneky

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

• 09/2014 → 08/2018
  Charles Schwab & Co., Inc
  Westlake, TX
• 02/2016 → 12/2016
  Miss Millennia Magazine, Llc
  San Antonio, TX
• 09/2016 → 01/2017
  Fasten
  Austin, TX
• 09/2016 → 01/2017
  Ride Fare, Llc
  Phoenix, AZ
• 09/2016 → 01/2017
  Ride Share Austin
  Austin, TX
• 12/2018 → 07/2020
  Usaa Investment Services Company
  Addison, TX
• 12/2018 → 07/2020
  Peyton Resource Group
  Addison, TX
• 08/2018 → 12/2018
  Unemployed
  Flower Mound, TX
• 10/2017 → 01/2019
  Lyft
  Flower Mound, TX
• 12/2018 → Present
  United States Air Force Reserve Command
  Buckley Space Force Base, CO
• 10/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2019-11-08 → 2020-07-08
  Usaa Investment Services Company
  Addison, TX
  Colorado Springs, CO
  Plano, TX
• 2019-01-18 → 2019-05-21
  Usaa Investment Services Company
  Addison, TX
• 2014-10-24 → 2018-08-06
  Charles Schwab & Co., Inc.
  Austin, TX
  Westlake, TX
• 2014-05-08 → 2014-10-20
  Mutual Of Omaha Investor Services, Inc.
  Blue Bell, PA
  Carnegie, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-06
• S63 Uniform Securities Agent State Law Examination
  2013-05-06