Jacob Oconner
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 InvestmentsJul 2022 to now
- Grace Christian SchoolJun 2022 to Jul 2022
- Run Property ManagementNov 2021 to Mar 2022
- Grace Christian SchoolApr 2021 to Aug 2021
- Westgate Chrysler Jeep Dodge RamMar 2020 to Apr 2021
- Holland Rent-allSep 2019 to Dec 2019
- National Coatings & SuppliesFeb 2019 to Aug 2019
- Stitch GolfAug 2017 to Dec 2018
- Landscaping Construction ServicesJul 2016 to Dec 2016
- Grace Christian SchoolJul 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7609228
- Firm CRD
- 104555