Jack Swords
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Godwin Flooring (william Ellis)Jul 2023 to Jul 2023
- US Collegiate Development LLCJun 2023 to Jun 2023
- Dartmouth Skiway (supervisor Matt Fulton)Dec 2022 to Mar 2024
- Dartmouth College (mals School)Sep 2022 to Jun 2024
- Castaways Seafood & GrilleJun 2022 to Aug 2022
- City Street StrategiesJun 2021 to Aug 2021
- Indian Trail ClubMay 2020 to Jul 2020
- Door DashApr 2020 to Apr 2020
- Indian Trail ClubMay 2019 to Aug 2019
- Holy Cross Campion House (chaplains' Office)Jan 2019 to May 2022
- College of the Holy CrossJul 2018 to May 2022
- Indian Trail ClubMay 2018 to Jul 2018
- Don Bosco Preparatory High SchoolSep 2014 to Jun 2018
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 (MA, 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
- 7949105
- Firm CRD
- 104555