Jack Mckillop
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2021 to now
- Bank of America, N.A.Sep 2019 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Feb 2021
- UnemployedAug 2019 to Sep 2019
- Under ArmourApr 2019 to Jul 2019
- Merrill LynchMay 2018 to Jul 2018
- Conference Center At Saginaw Valley State UniversityJan 2018 to Aug 2019
- Campus Village ApartmentsMay 2017 to Jan 2018
- National Youth Flag FootballMay 2011 to May 2017
Exams passed
- 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
- 6948840
- Firm CRD
- 104555