Osaic Wealth
42yrs
Top advisor by experience in Valencia
6yrs
Jared Carter
Financial advisor at Strategic Advisers
Jared Carter is a fiduciary financial advisor in Valencia, California, with 6 years in the industry. Jared joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and a year at Equitable Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 136 advisors with offices in Valencia, and one of 116 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeValencia, CA
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 ?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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Feb 2021 – Mar 2022Equitable Advisors, LLCPreviously
Contact Jared
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jared. Valencia, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jared
Tailored to Jared’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 Jared
How do I contact Jared?
Call Strategic Advisers at (617) 563-7000 and ask for Jared Carter. Jared works from the Valencia, CA office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jared 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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