Jaylin Simmons
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Era Music LLCDec 2021 to Jul 2024
- Fitness ConnectionJun 2021 to Jul 2021
- HG Sply CoMar 2021 to Nov 2021
- Fusion Capital ManagementJan 2020 to Mar 2020
- Lone Star ValetJan 2020 to Mar 2020
- University of North TexasAug 2019 to Jun 2023
- Northpark YmcaMay 2019 to Aug 2019
- The Keller PointeMay 2019 to Aug 2019
- Northpark YmcaMay 2018 to Aug 2018
- University of AlabamaAug 2017 to Jun 2019
- Keller Central High SchoolAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7963399
- Firm CRD
- 104555