Jeremy Joiner
Strategic Advisory Services · Houston, Texas
Jeremy Joiner is a fee-only financial advisor at Strategic Advisory Services in Houston, Texas, who holds the CFP credential. Strategic Advisory Services reports charging a percentage of assets on its Form ADV.
Request an introduction to Jeremy →
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Strategic Advisory Services |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $184.9M across 412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 4969634 |
| Exams passed | Series 63 (2014) · Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.askstrategicadvisory.com |
| Profile |
How Jeremy's firm compares
- Strategic Advisory Services's average account is about $449,000, from its Form ADV (assets managed divided by 412 accounts).
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremy
Is Jeremy Joiner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Strategic Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Strategic Advisory Services, reports charging a percentage of assets on its SEC Form ADV.
How much does Jeremy charge?
According to Strategic Advisory Services's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Jeremy Joiner based?
Jeremy Joiner is based in Houston, Texas.
What credentials does Jeremy Joiner hold?
Jeremy Joiner holds the CFP credential.
Is Jeremy Joiner registered with the SEC?
Yes. Jeremy Joiner is registered as an investment adviser representative in LA and TX (CRD 4969634), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Strategic Advisory Services manage?
Strategic Advisory Services reports $184.9M across 412 accounts in assets under management.
How do I contact Jeremy Joiner?
Through Jeremy's website, www.askstrategicadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Strategic Advisory Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.