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Jackson Madden

Investment adviser representative at Strategic Advisers LLC
12 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

12 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsMar 2023 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Feb 2023
  4. Driveline Baseball, LLCOct 2020 to Nov 2022
  5. Schulte HospitalitySep 2020 to Oct 2020
  6. Hawes Financial GroupOct 2019 to Apr 2020
  7. Schulte HospitalityOct 2019 to Mar 2020
  8. Kalamazoo Growlers BaseballMay 2017 to Oct 2020
  9. Gonzaga UniversityAug 2015 to May 2019
  10. Richland Meat CenterMay 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

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
7668108
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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