Jesse Whitsit
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 LLCJun 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Morgan Stanley Private Bank, N.AJul 2019 to now
- Morgan StanleyJul 2019 to Jun 2025
- UnemployedMay 2019 to Jul 2019
- Danfords Hotel and MarinaMay 2018 to Aug 2018
- Morgan StanleyMay 2018 to Aug 2018
- Schafers RestaurantMay 2017 to Aug 2017
- Suny Binghamton UniversityJan 2017 to May 2019
- Schafers RestaurantSep 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6962053
- Firm CRD
- 104555