Jack Marshall Lance
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 LLCJun 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Dish NetworkJun 2021 to May 2022
- Richey MayJan 2021 to Apr 2021
- Dalby WendlandJun 2020 to Oct 2020
- UnemployedJan 2020 to May 2020
- Rubin BrownJan 2019 to Apr 2019
- Hickory Hills Country ClubApr 2018 to Nov 2018
- Regency CenterJan 2017 to Apr 2018
- Bohl, House & Samek Cpas & AdvisorsJan 2017 to Apr 2017
- Andria's RestaurantApr 2013 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7559225
- Firm CRD
- 104555