Jacob Crawford
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJul 2025 to now
- Jx Oil PaintingJun 2025 to Jul 2025
- The Albany Township Historical SocietyDec 2024 to Jul 2025
- The Kempton Community CenterDec 2024 to Jul 2025
- 1847financialJun 2024 to Jul 2025
- Hornor, Townsend, & Kent LLCFeb 2023 to Jul 2025
- Kutztown UniversityJan 2021 to Dec 2022
- Lehigh Carbon Community CollegeJan 2018 to Dec 2020
- Northwestern Lehigh High SchoolAug 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7703413
- Firm CRD
- 104555