Strategic Advisers
21yrs
Top advisor by experience in Orange
2yrs
Jerwon Thomas
Financial advisor at Strategic Advisers
Jerwon Thomas is a fiduciary financial advisor in Orange, Ohio, with 2 years in the industry. Jerwon joined Strategic Advisers in 2026, 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 16 advisors with offices in Orange, and one of 16 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office200 Pinecrest Drive, Orange, OH 44122
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
- Apr 2026 – nowStrategic Advisers LLCCurrent firm
Questions to ask Jerwon
Tailored to Jerwon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jerwon
How do I contact Jerwon?
Call Strategic Advisers at 617-563-7000 and ask for Jerwon Thomas. Jerwon works from the Orange, OH office.
How long has Jerwon been a financial advisor?
Jerwon has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jerwon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jerwon a fiduciary?
Jerwon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerwon paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jerwon 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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