Jacob Lyon Yu
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 InvestmentsNov 2020 to now
- JP Morgan ChaseNov 2019 to Oct 2020
- The Cottonwood Country ClubMar 2019 to Sep 2020
- Salt Lake County (fairmont Aquatics Center)Apr 2018 to Mar 2019
- Olympus High SchoolAug 2017 to May 2019
- Cottonwood High SchoolAug 2016 to May 2017
- Woody's Drive InMar 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7323194
- Firm CRD
- 104555