Mark
Jantzen
Strategic Advisers LLC
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About this Advisor
Mark Jantzen is a financial advisor operating in Boston, Massachusetts with a total of 9 years of industry experience. Jantzen works at Strategic Advisers LLC. Their career trajectory has included roles at John Hancock Mutual Life Ins. Co, Fidelity Brokerage Services, Inc and Strategic Advisers, Inc. Jantzen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado. Strategic Advisers LLC is a financial advisory business that has its headquarters in Boston, MA. It has a total of 219 people on staff. It oversees $660 billion in assets under management between its 1,712,300 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,300 client accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. Strategic Advisers LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually are based on the type of financial services. Fee types billed by Strategic Advisers LLC likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$659,550,224,982
219
1,712,300
$385,184
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Mark Jantzen Work History
Mark has been registered as a financial advisor for 9 years.*
Fidelity Brokerage Services, Inc
Strategic Advisers, Inc
John Hancock Mutual Life Ins. Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Jantzen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Englewood, CO
Denver, CO
Denver, CO
Englewood, CO
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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