Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Denton
2yrs
Jonathan Carr
Financial advisor at Strategic Advisers
Based in Denton, Texas, Jonathan Carr is a fiduciary financial advisor with 2 years of industry experience. Jonathan has been with Strategic Advisers since 2025; before that, Jonathan spent less than a year at Fidelity Personal and Workplace 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 92 advisors with offices in Denton, and one of 77 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeDenton, TX
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
- Jan 2025 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Jonathan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jonathan. Denton, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Strategic Advisers at (617) 563-7000 and ask for Jonathan Carr. Jonathan works from the Denton, TX office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jonathan hold?
Series 66. 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.
Other advisors nearby
Wells Fargo Advisors
47yrs
Top 1% by experience in Texas
Raymond James Financial Services Advisors
46yrs
Top 1% by experience in Texas
Allworth Financial
44yrs
Top 1% by experience in Texas
LPL Financial
44yrs
Top 1% by experience in Texas
BFC Planning
43yrs
Top 1% by experience in Texas