Jamie Hope Witherall
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
Are you Jamie Hope Witherall? Claim your profile
Contact this firm
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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2019 to now
- Bb RiverboatsOct 2018 to Oct 2018
- US BankJul 2017 to Apr 2019
- Panera BreadAug 2016 to Mar 2017
- Eastern Kentucky UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7097552
- Firm CRD
- 104555