Jack Ryan Grimm
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Minnesota Life Insurance CompanyFeb 2021 to Jun 2022
- North Star Resource GroupFeb 2021 to Jun 2022
- Securian Financial ServicesFeb 2021 to Jun 2022
- Cri SecuritiesFeb 2021 to Oct 2021
- Northstar Resource GroupSep 2020 to Feb 2021
- Franklin EndeavorsMay 2020 to Sep 2020
- Westside WakeApr 2018 to Apr 2020
- Shack In the BackOct 2017 to Mar 2018
- University of TexasAug 2016 to Dec 2017
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
- 7335720
- Firm CRD
- 104555