Jacob Ryan Curtis
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jacob Ryan Curtis? Claim your profile
Contact this firm
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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2022 to now
- Goosehead InsuranceJun 2022 to Oct 2022
- UnemployedMay 2022 to Jun 2022
- University of ArkansasNov 2021 to May 2022
- Kappa Alpha OrderNov 2020 to Nov 2021
- University of ArkansasSep 2020 to Nov 2020
- Kappa Alpha OrderJan 2020 to Sep 2020
- University of ArkansasAug 2018 to Jan 2020
- Jamba JuiceApr 2017 to Aug 2018
- Flower Mound Marcus HsAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7660631
- Firm CRD
- 104555