Jackson B. Obryan
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
- United Parcel ServicesNov 2022 to Jan 2023
- Total Quality LogisticsJun 2022 to Aug 2022
- United Parcel ServicesNov 2021 to Feb 2022
- Total Quality LogisticsJun 2021 to Aug 2021
- United Parcel ServicesNov 2020 to Feb 2021
- Ruffalo Noel LevitzFeb 2020 to Mar 2020
- United Parcel ServicesNov 2019 to Feb 2020
- Dayton Cincinnati Technology ServicesMay 2019 to Aug 2019
- United Parcel ServicesNov 2018 to Feb 2019
- University of Miami OxfordAug 2018 to Jan 2023
- Cabela's OutfittersMay 2018 to Aug 2018
- Archbishop Moeller High SchoolMay 2017 to Aug 2017
- Kenwood Country ClubMay 2017 to Aug 2017
- EducationFeb 2013 to May 2018
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 (IL, 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
- 7699122
- Firm CRD
- 104555