Jacob D Lyman
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Nexstar/abc4Feb 2020 to Jul 2020
- NordstromJun 2019 to Oct 2021
- Mount Olympus Water/ds ServicesFeb 2019 to Jun 2019
- NordstromDec 2018 to Jan 2019
- La Jolla Groves/zamp HrOct 2018 to Dec 2018
- Brick OvenSep 2018 to Oct 2018
- Texas RoadhouseAug 2018 to Sep 2018
- NordstromJun 2018 to Aug 2018
- Vivint SolarApr 2018 to May 2018
- NordstromDec 2017 to Apr 2018
- Costco WholesaleOct 2017 to Dec 2017
- Utah Valley UniversityAug 2017 to Jun 2021
- NordstromJun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
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
- 7461779
- Firm CRD
- 104555