Jake Austro
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 InvestmentsMar 2023 to now
- Bank of AmericaFeb 2022 to Mar 2023
- UnemployedNov 2021 to Feb 2022
- Lowe'sNov 2021 to Nov 2021
- Ollie's Bargain OutletNov 2019 to Jun 2020
- University At Albany SunyAug 2017 to Aug 2021
- Hoffman Carwash & Jiffy LubeFeb 2016 to Nov 2019
- Burnt Hills Ballston Lake High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7715700
- Firm CRD
- 104555