Jasmine Pratt
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Bank of America, N.A.Nov 2019 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Nov 2021
- PNC BankMay 2019 to Oct 2019
- UnemployedSep 2018 to Apr 2019
- Hanley Harper GroupSep 2017 to Aug 2018
- Citizens BankMar 2017 to Oct 2017
- Citizens Securities, IncMar 2017 to Oct 2017
- Mcm StaffingFeb 2017 to Mar 2017
- Performance Driven WorkforceFeb 2017 to Feb 2017
- Performance Driven WorkforceDec 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5997784
- Firm CRD
- 104555