Jacob C Pruitt
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 InvestmentsJun 2023 to now
- Randstad RisesmartMay 2023 to Jun 2023
- UnemployedMar 2023 to May 2023
- Charles Schwab & Co., IncSep 2022 to Mar 2023
- IndeedApr 2022 to Oct 2022
- Cellular SalesOct 2020 to Aug 2022
- UnemployedJul 2020 to Oct 2020
- Prime CommunicationsJul 2017 to Jul 2020
- Home Help Handy Man ServicesMay 2017 to Jul 2017
- StudentJul 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7597229
- Firm CRD
- 104555