Jayce Melby
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 LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- First National Bank of OmahaJun 2021 to Jul 2022
- UnemployedJan 2021 to May 2021
- Jackson National Life Distributors LLCJun 2019 to Dec 2020
- The Home DepotJan 2019 to Jun 2019
- Thompson School DistrictAug 2018 to Nov 2018
- Jackson National Life Distributers LLCMay 2018 to Aug 2018
- Pizza HutNov 2015 to May 2018
- Colorado State UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 6957735
- Firm CRD
- 104555