Jesse D Pryor
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
1 stateRegistered 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 InvestmentsFeb 2024 to now
- Purshe Kaplan Sterling InvestmentsApr 2022 to Feb 2024
- Thrivent Advisor Network, LLC dba Awaken Wealth PartnersNov 2021 to Feb 2024
- Armada Analytics, Inc.Jul 2021 to Oct 2021
- Thrivent FinancialMar 2021 to Jul 2021
- UnemployedJun 2020 to Feb 2021
- Aramark EntertainmentFeb 2020 to Jun 2020
- Aramark RefreshmentsFeb 2019 to Feb 2020
- Moores Mill Country ClubSep 2014 to Dec 2018
- Auburn UniversityFeb 2011 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7324086
- Firm CRD
- 104555