Jake Speight
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, LLCJul 2025 to now
- Fidelity Brokerage Services, LLCJun 2023 to now
- National CalibrationJun 2020 to Aug 2020
- Grand Canyon UniversityJan 2018 to Apr 2023
- City of BuckeyeMay 2016 to Sep 2022
- Buckeye Union High SchoolJun 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7766143
- Firm CRD
- 104555