Jackson Arredondo
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- UnemployedApr 2022 to Jul 2022
- Equitable Advisors, LLCNov 2021 to Apr 2022
- UnemployedMay 2021 to Nov 2021
- Academy Sports & OutdoorsOct 2020 to Apr 2021
- TenableJun 2019 to Aug 2019
- Texas Tech UniversityAug 2017 to May 2021
- Dallas Country ClubJul 2017 to Aug 2017
- UnemployedMay 2017 to Jul 2017
- Salado High SchoolAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7453342
- Firm CRD
- 104555