Jake Allan Mcdonald
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- Pruco Securities LLCJul 2023 to Dec 2023
- Smoothie KingJan 2022 to May 2023
- Stephen F. Austin State UniversityJan 2021 to Jan 2022
- Full-time EducationAug 2019 to Jan 2021
- KrogerJul 2018 to Dec 2018
- SkechersFeb 2018 to Aug 2019
- Spring Creek BarbecueFeb 2018 to May 2018
- Full Time High School StudentJul 2017 to Feb 2018
- Bahama BucksJan 2017 to Jun 2017
- Full Time StudentJan 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7793107
- Firm CRD
- 104555