Benjamin Q. Jacobs
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedApr 2024 to Jun 2024
- The Monastery Event CenterFeb 2024 to Apr 2024
- DoordashJan 2024 to Feb 2024
- UnemployedAug 2023 to Jan 2024
- Rhinestahl CorporationMay 2023 to Aug 2023
- UnemployedApr 2023 to May 2023
- Total Quality LogisticsJan 2023 to Apr 2023
- UnemployedAug 2022 to Jan 2023
- Howden American FansMay 2022 to Aug 2022
- UnemployedDec 2021 to May 2022
- Howden American FanAug 2021 to Dec 2021
- Summit Hills Country Club|May 2021 to Aug 2021
- DoordashMay 2021 to May 2021
- UnemployedJan 2021 to May 2021
- DoordashDec 2020 to Jan 2021
- UnemployedAug 2020 to Dec 2020
- AmazonMay 2020 to Aug 2020
- UnemployedJun 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7948124
- Firm CRD
- 104555