Jacob Wamsley
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2022 to now
- UnemployedOct 2021 to Nov 2022
- Northwestern MutualApr 2021 to Oct 2021
- Strata Fund SolutionsJul 2019 to Apr 2021
- UnemployedSep 2018 to Jul 2019
- Triguard Pest ControlMay 2018 to Sep 2018
- Utah Behavorial ServicesJan 2018 to May 2018
- Church of Jesus Christ of Latter Day SaintsDec 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7363102
- Firm CRD
- 104555