Primerica Advisors
43yrs
Top advisor by experience in Huntersville
14yrs
Jon Schrand has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Huntersville, North Carolina. Jon has been with Strategic Advisers since 2025; before that, Jon spent seven years at Fidelity Personal and Workplace Advisors. Jon holds the CFP® designation.
One of 208 advisors with offices in Huntersville, and one of 190 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 73% of advisors at Strategic Advisers
Office16740 Birkdale Commons Parkway Suite 301, Huntersville, NC 28078
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.
Designations
CFP®
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
- 2013 – 2018Strategic Advisers LLCPreviously
Contact Jon
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jon. 16740 Birkdale Commons Parkway Suite 301Huntersville, NC 28078Office · Get directions
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Questions to ask Jon
Tailored to Jon’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 Jon
How do I contact Jon?
Call Strategic Advisers at (617) 563-7000 and ask for Jon Schrand. Jon works from the Huntersville, NC office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2012, about 14 years. More experience than 73% of advisors at Strategic Advisers.
What licenses does Jon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jon 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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