Jack Berends
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 InvestmentsFeb 2023 to now
- Equitable Advisors, LLCJul 2022 to Feb 2023
- UnemployedJun 2022 to Jun 2022
- Bluechip Wealth AdvisorsMay 2021 to Aug 2021
- Reliant Real Estate ManagementMay 2019 to Aug 2019
- UgaAug 2018 to May 2022
- Chick-fil-aJun 2017 to Jul 2018
- Fellowship Christian SchoolMar 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7601134
- Firm CRD
- 104555