Jacob Daniel Williams
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- NikeDec 2022 to May 2023
- Slippery Rock UniversityAug 2022 to Nov 2022
- Home DepotJun 2022 to Jul 2022
- None (in School)Jan 2022 to Jun 2022
- None (in School)Aug 2021 to Dec 2021
- Upward Bound (kent State University)Jun 2021 to Aug 2021
- Ashland University Recreation CenterFeb 2021 to May 2021
- None (in School)Apr 2020 to Feb 2021
- None (in School)Sep 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7766224
- Firm CRD
- 104555