Jack W. Gillis
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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Flatbread CompanyJan 2023 to Mar 2023
- Northeast Planning Associates, Inc.Jun 2022 to Aug 2022
- Sea View Technologies, Inc.Jan 2022 to Mar 2022
- Sea Ketch RestaurantJun 2021 to Jul 2023
- UnemployedMar 2021 to Jun 2021
- Libby's Bar and GrillJan 2021 to Mar 2021
- UnemployedAug 2020 to Jan 2021
- Bayside DistributingMay 2020 to Aug 2020
- University of New HampshireAug 2019 to May 2023
- Stone Oven Catering, LLCJun 2019 to Aug 2020
- Market BasketNov 2017 to Jan 2020
- Exeter High SchoolAug 2015 to Jun 2019
- UnemployedJun 2013 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7774278
- Firm CRD
- 104555