Jacob M. Ford
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
3 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2020 to now
- Customs and Border ProtectionFeb 2020 to Nov 2020
- Pop A LockNov 2019 to Nov 2020
- Ashford UniversityAug 2019 to Nov 2019
- U.S. Air ForceJan 2019 to Aug 2019
- UnemployedAug 2018 to Jan 2019
- U.S. Air ForceDec 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7316181
- Firm CRD
- 104555