Jacob Spencer
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Studied At the University of UtahJan 2022 to May 2022
- Ecclesiastical Church MissionNov 2019 to Nov 2021
- Greenlight Auto SolutionsAug 2019 to Oct 2019
- Jump Around UtahOct 2017 to Nov 2018
- Jake Spencer and Luke Boyden Tennis CampJun 2017 to Jul 2019
- East High SchoolAug 2015 to Jun 2019
- UnemployedJun 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7563729
- Firm CRD
- 104555