American Wealth Management
47yrs
Top advisor by experience in Alpharetta
19yrs
Jonathan Schuler
Financial advisor at Strategic Advisers
Jonathan Schuler is a fiduciary financial advisor in Alpharetta, Georgia, with 19 years in the industry. After seven years at Fidelity Personal and Workplace Advisors and a year at Pelennor Asset Management, Jonathan joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?Top 18% by experience at Strategic Advisers
Office11800 Amber Park Drive Suite 140, Alpharetta, GA 30009
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
- Jun 2014 – Mar 2015Pelennor Asset ManagementPreviously
- 2011 – 2014Harrisdirect LLCPreviously
Contact Jonathan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jonathan. 11800 Amber Park Drive Suite 140Alpharetta, GA 30009Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’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
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About Jonathan
How do I contact Jonathan?
Call Strategic Advisers at (617) 563-7000 and ask for Jonathan Schuler. Jonathan works from the Alpharetta, GA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2008, about 19 years. Top 18% by experience at Strategic Advisers.
What licenses does Jonathan hold?
Series 63, Series 65. 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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