Jason Ruch
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- UnemployedJul 2021 to Sep 2021
- Purdue GlobalJan 2021 to May 2021
- Boulder Parks and RecreationOct 2020 to Jul 2021
- Palace ConstructionSep 2020 to Oct 2020
- Sterling Recreation CenterOct 2019 to Dec 2019
- Northeastern Junior CollegeAug 2019 to May 2020
- University of Colorado At Colorado SpringsAug 2018 to May 2019
- Parker Parks and RecreationOct 2017 to Feb 2021
- UnemployedApr 2017 to Oct 2017
- King SoopersOct 2016 to Apr 2017
- Eaglecrest High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7449175
- Firm CRD
- 104555