Joshua James Hebert

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

• 02/2024 → Present
  The Hebert Organization Llc
  Dickinson, TX
• 04/2018 → 10/2018
  Bahama Buck'S Franchise Corporation
  League City, TX
• 01/2013 → 05/2019
  Bay Area Christian
  League City, TX
• 01/2019 → 12/2023
  Uhcl
  Pasadena, TX
• 02/2019 → 09/2020
  Juanderful Burrito
  League City, TX
• 06/2022 → 06/2023
  Six Pack Center
  Kemah, TX
• 09/2021 → 02/2024
  Starbucks
  League City, TX
• 09/2020 → 09/2021
  Starbucks
  League City, TX
• 02/2024 → Present
  The Hebert Organization Holding Llc
  Dickinson, TX
• 03/2024 → Present
  Fidelity Investments
  Friendswood, TX
• 10/2018 → 02/2019
  Unemployed
  Kemah, TX
• 01/2024 → Present
  Frugal Fitness
  Kemah, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Friendswood, TX
  Kemah, TX

Other Businesses

OBA-125635|OrgNmn:Eucharistic Fire|Org Addr:League,Texas,US|OBA Nature:Catholic Content Creation|Invst Rel:N|Title:Sole Proprietor|Duties:Create Content|StrtDt:11-27-25|TotHrs/mon:20|TrdHrs/mon:0|OBA-108078|OrgNmn:The Hebert Organization Holding LLC|Org Addr:Dickinson,Texas,US|OBA Nature:This LLC is used for holding p|Invst Rel:Y|Title:Managing Member|Duties:upper level decisions. making decisions on buying/selling properties|StrtDt:02-28-24|TotHrs/mon:10|TrdHrs/mon:0|OBA-127593|OrgNmn:Besa Coffee Roaster Co|Org Addr:Kemah,Texas,US|OBA Nature:I roast coffee from my house d|Invst Rel:N|Title:Sole Proprietor|Duties:Roast Coffee Outside of Work|StrtDt:02-02-26|TotHrs/mon:10|TrdHrs/mon:0|OBA-108068|OrgNmn:The Hebert Organization LLC|Org Addr:Dickinson,Texas,US|OBA Nature:The company is in business to |Invst Rel:Y|Title:Managing Member|Duties:making decisions on what properties to buy with my partner Klea Dalanaj|StrtDt:02-12-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-08-02

Other Names

• Joshua J Hebert
• Joshua James Hebert