Jack D. Mchugh
Investment adviser representative at Strategic Advisers LLC
19 yearsExperience
3 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
19 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsMay 2024 to now
- Chick-fil-aMar 2024 to May 2024
- Fifth Third Private BankAug 2023 to Dec 2023
- Cincinnati Insurance CompaniesMay 2022 to Aug 2023
- Chick-fil-aMar 2022 to Apr 2022
- UpsDec 2021 to Jan 2022
- University of Cincinnati College of Engineering and Applied SciAug 2021 to May 2022
- O'bryans Wine and SpiritsMay 2019 to Aug 2021
- Great Wolf LodgeJun 2018 to Jul 2018
- Kings Local School DistrictAug 2007 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 3 states (KY, OH, 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
- 7948553
- Firm CRD
- 104555