Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
22yrs
Alka Kumar
Financial advisor at Strategic Advisers
At a glance
Experience22 years (since 2004)
How that compares ?Top 10% by experience at Strategic Advisers
OfficeSan Jose, CA
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2020Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- 2012 – 2016J.p. Morgan Securities LLCPreviously
- Oct 2011 – Oct 2012Chase Investment Services Corp.Previously
Questions to ask Alka
Tailored to Alka’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alka
How do I contact Alka?
Call Strategic Advisers at 617-563-7000 and ask for Alka Kumar. Alka works from the San Jose, CA office.
How long has Alka been a financial advisor?
Alka has been in the industry since 2004, about 22 years. Top 10% by experience at Strategic Advisers.
What licenses does Alka hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alka a fiduciary?
Alka is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alka paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Alka 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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