Jonathan C. Schuler
STRATEGIC ADVISERS LLC | Financial Consultant
ALPHARETTA, GA
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CRD#: 5190622
Professional summary
Jonathan Charles Schuler, who also goes by Jonathan Charles Schuler, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Alpharetta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Alpharetta, Georgia.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jonathan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 55, Series 7 and Series 4 exams.
Biography
As a Financial Consultant my role is to work with our clients to mobilize, enhance and promote outside-the-box thinking so clients can work towards achieving their financial goals and pursue their passions in life. I have been in the brokerage world for more than 14 years and have a broad range of experiences. As a husband and a father of three beautiful children, I am blessed to be working with clients on all financial matters.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Charles Schuler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Charles Schuler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Hillsdale College
History, Religion, Financial Management - Finance
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269RIA
CRD#: 104555
ALPHARETTA, GA
Current
September 16, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11800 Amberpark Drive Suite 140, Alpharetta, GA 30009BD
CRD#: 7784
ALPHARETTA, GA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALPHARETTA, GA
Past
September 21, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
June 16, 2014 - March 31, 2015
PELENNOR ASSET MANAGEMENT
RIA
CRD#: 165349
COVINGTON, KY
Past
September 22, 2011 - May 19, 2014
HARRISDIRECT LLC
RIA
CRD#: 42159
FARMINGTON HILLS, MI
Past
December 7, 2007 - May 19, 2014
E*TRADE SECURITIES LLC
BD
CRD#: 29106
FARMINGTON, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/16/2015)
RR
California(9/2/2022)
RR
Colorado(1/23/2025)
RR
Florida(9/16/2015)
RR
Georgia(9/16/2015)
IAR
Georgia(3/31/2025)
RR
Illinois(12/23/2021)
RR
Indiana(1/5/2024)
RR
Kentucky(1/23/2025)
RR
Louisiana(1/23/2025)
RR
Maryland(1/5/2024)
RR
Michigan(1/5/2024)
RR
Mississippi(1/23/2025)
RR
Montana(9/10/2025)
RR
New Jersey(10/23/2025)
RR
New York(1/5/2024)
RR
North Carolina(9/16/2015)
RR
Ohio(9/16/2015)
RR
Pennsylvania(1/5/2024)
RR
South Carolina(9/16/2015)
RR
Tennessee(9/16/2015)
RR
Texas(9/16/2015)
IAR
Texas(3/31/2025)
RR
Utah(9/16/2015)
RR
Virginia(1/5/2024)
RR
Washington(1/5/2024)
RR
Wisconsin(1/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/17/2009
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Alpharetta, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
