Jacob P. Claton
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- FidelityMay 2022 to now
- Master Floors, Inc.Mar 2021 to May 2022
- Entech Engineering Inc.Feb 2021 to Dec 2021
- T. Rowe PriceJun 2020 to Feb 2021
- Populous GroupOct 2019 to Jun 2020
- Peter Claton Allstate Insurance AgencyJun 2018 to Oct 2019
- University of Colorado, Colorado Springs (uccs)May 2018 to May 2020
- Papa JohnsAug 2017 to Sep 2017
- Albertson Companies IncJul 2017 to Aug 2017
- Customer Scout Inc.Jun 2017 to Dec 2018
- ChikfilaApr 2017 to May 2017
- Pikes Peak Community CollegeJan 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7264300
- Firm CRD
- 104555