Jackson Goleash
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- E*trade Securities LLCJan 2022 to Sep 2022
- Creative Financial Staffing (cfs)Aug 2021 to Dec 2021
- At Your ServiceJun 2021 to Jul 2021
- University of Illinois-chicagoAug 2020 to Dec 2021
- College of DupageAug 2019 to Jun 2020
- Cpr TransitJun 2019 to Aug 2019
- Glen Ellyn Park DistrictJun 2019 to Aug 2019
- Young InnovationsJun 2018 to Aug 2018
- University of DaytonAug 2017 to Jun 2019
- Young InnovationsJun 2017 to Aug 2017
- Glenbard West High SchoolAug 2013 to Jun 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 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
- 7462019
- Firm CRD
- 104555