Jessica White
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jessica White? 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 InvestmentsMay 2023 to now
- Thirty-oneAug 2022 to May 2023
- EdustaffApr 2022 to May 2023
- Energetic WellnessAug 2021 to Apr 2023
- St Mary's Star of the SeaJul 2021 to Dec 2021
- Ymca of Jackson MiJun 2019 to Mar 2020
- South-side DeliJan 2019 to Mar 2019
- Awe-inspiring Studio LLCFeb 2017 to May 2023
- UnemployedMay 2014 to Feb 2017
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 (MI, 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
- 7750475
- Firm CRD
- 104555