ChooseAFinancialAdvisor.com
Advisors / Texas / Houston
25yrs

Jonathan B Heger

Financial advisor at Strategic Advisers

Houston, TXCFP®Top 8% experience at Strategic AdvisersFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience25 years (since 2001)
How that compares ?Top 8% for experience at Strategic Advisers
OfficeHouston, TX
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
    Strategic Advisers LLCCurrent firm
  2. 2018 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2002 – 2018
    Strategic Advisers LLCPreviously

Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

About Jonathan

How do I contact Jonathan?

Call Strategic Advisers at 617-563-7000 and ask for Jonathan B Heger. Jonathan works from the Houston, TX office.

How long has Jonathan been a financial advisor?

Jonathan has been in the industry since 2001, about 25 years. Top 8% for experience at Strategic Advisers.

What licenses does Jonathan hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jonathan a fiduciary?

Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jonathan paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathan for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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