Jake Lacosse
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jake Lacosse? 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2020 to now
- US BancorpAug 2019 to Aug 2020
- Bank of AmericaApr 2019 to Aug 2019
- Total Quality LogisticsOct 2018 to Apr 2019
- UnemployedJun 2018 to Oct 2018
- Timberhill Athletic ClubSep 2017 to Jun 2018
- General Nutrition CompanyAug 2017 to Jun 2018
- Oregon State UniversitySep 2016 to Jun 2018
- Dutch Bros CoffeeJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7287408
- Firm CRD
- 104555