Jon SchrandCRD Number: 6059244
Current Firm: Strategic Advisers, Inc.
Jon Schrand (CRD# 6059244) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Fidelity Brokerage Services LLC||Covington, KY||Apr 2012 - Current||5|
|Wedgewood Golf And Country Club||Powell, OH||Mar 2010 - Apr 2012||2|
|The Ohio State University||Columbus, OH||Sep 2008 - Mar 2012||3|
|Best Buy||Dublin, OH||Nov 2007 - Mar 2010||2|
|The Ohio State University Newark Branch||Newark, OH||Jul 2007 - Aug 2008||1|
|Best Buy||Cincinnati, OH||Apr 2007 - Aug 2007||< 1|
|Oak Hills High School||Cincinnati, OH||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV