Jason Allen Wood
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Bank of America, N.A.Aug 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Jul 2024
- SofiOct 2019 to Feb 2022
- Cash ConnectJul 2019 to Aug 2019
- Government MarketplaceJun 2019 to Jul 2019
- Goldey-beacom CollegeJan 2019 to Jul 2019
- Wsfs BankJun 2017 to Jan 2019
- Goldey-beacom CollegeFeb 2017 to Jun 2017
- Cash ConnectJun 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7181579
- Firm CRD
- 104555