Jacob J. Butler
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsApr 2022 to now
- J.P. Morgan Securities LLCOct 2020 to Apr 2022
- JPMorgan Chase Bank, N.A.Oct 2020 to Apr 2022
- Northwestern Mutual (brian Kurtz)Sep 2017 to Oct 2020
- Northwestern Mutual Investment Services LLCSep 2017 to Oct 2020
- Purdue University GlobalAug 2017 to Sep 2019
- Nylife SecuritiesApr 2017 to Apr 2017
- Mathews Family Insurance AllstateOct 2016 to Sep 2017
- AaaSep 2016 to Dec 2016
- Tiffin UniversityOct 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6596587
- Firm CRD
- 104555