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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

JONATHAN THOMAS HERTNEKY

Advisor at STRATEGIC ADVISERS LLC

WESTLAKE, TX | FORT WORTH, TX

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Search this name across graphsid dfx:ria:3a07d6a7-bc57-80b8-3427-4aa3ebcbec9d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 8, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 6, 2013
First registration: May 8, 2014
Dual registered: yes, broker-dealer
IAPD individual key: 6174573

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	FORT WORTH, TX\|WESTLAKE, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 15, 2021	Mar 31, 2025	no	WESTLAKE, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Nov 8, 2019	Jul 8, 2020	no	Addison, TX\|COLORADO SPRINGS, CO\|Plano, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 18, 2019	May 21, 2019	no	Addison, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 24, 2014	Aug 6, 2018	no	Austin, TX\|Westlake, TX	Previous registration
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Independent wealth	May 8, 2014	Oct 20, 2014	no	BLUE BELL, PA\|Carnegie, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
USAA INVESTMENT SERVICES COMPANY	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 8, 2020	Dec 15, 2021	525	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	USAA INVESTMENT SERVICES COMPANY	Aug 6, 2018	Jan 18, 2019	165	Firm change	Ibd to ibd
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	CHARLES SCHWAB & CO., INC.	Oct 20, 2014	Oct 24, 2014	4	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 15, 2021 to Mar 31, 2025factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Nov 8, 2019 to Jul 8, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 24, 2014 to Aug 6, 2018factForm ADV
→ MUTUAL OF OMAHA INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
May 8, 2014 to Oct 20, 2014factForm ADV

Dated events

No dated event names this entity yet.