Trey D. Jarmon

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

• 11/2020 → 08/2021
  Mainfreight
  Newark, NJ
• 10/2021 → 02/2022
  Gartner
  Irving, TX
• 09/2020 → 10/2020
  Unemployed
  Royersford, PA
• 09/2012 → 05/2016
  Spring-Ford Hs
  Royersford, PA
• 08/2017 → 05/2020
  Amherst College
  Amherst, MA
• 03/2022 → 02/2024
  Sap
  Boston, MA
• 06/2019 → 08/2019
  Glazier Yee Llp
  Los Angeles, CA
• 11/2018 → 12/2018
  Amherst College
  Amherst, MA
• 02/2019 → 06/2019
  Lifetime Fitness
  Wayne, PA
• 05/2020 → 09/2020
  Swiss Post Solutions
  Wayne, PA
• 08/2016 → 05/2017
  Kutztown University
  Kutztown, PA
• 12/2016 → 12/2016
  Ups
  West Chester, PA
• 02/2024 → 01/2025
  Unemployed
  Royersford, PA
• 05/2015 → 08/2017
  Markies Mini Golf
  Phoenixville, PA
• 01/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2021 → 09/2021
  Unemployed
  Royersford, PA
• 12/2018 → 05/2019
  Temple University
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-01

Other Names

• Trey Jarmon