Jake Hasenbalg
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 InvestmentsApr 2022 to now
- Advise InsuranceJul 2021 to Feb 2022
- -Sep 2020 to Jul 2021
- DoordashMay 2020 to Jun 2020
- Suny Geneseo's Human Resources DepartmentMar 2020 to May 2020
- Suny Geneseo's Diving PoolSep 2018 to Mar 2020
- Century Country ClubMay 2018 to Jun 2018
- -Sep 2017 to May 2018
- -Sep 2016 to May 2017
- Town of ClarkstownJun 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7537482
- Firm CRD
- 104555