John Cooley
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- Northwestern Mutual Wealth Management CompanyJul 2022 to Apr 2023
- Timothy JacksonApr 2022 to Apr 2023
- Northwestern Mutual Investment Services LLCFeb 2022 to Apr 2023
- John KlichSep 2021 to Apr 2023
- Northwestern Mutual Life Insurance CompanyMay 2021 to Sep 2021
- StudentAug 2018 to Apr 2023
- Caseys Meat MarketAug 2016 to Aug 2018
- StudentMar 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7363087
- Firm CRD
- 104555