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Jacob John Wiggins

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. ChipotleMar 2024 to May 2024
  4. Future Volleyball ClubSep 2023 to Jul 2024
  5. Stratos Wealth PartnersSep 2023 to Apr 2024
  6. MacgillJul 2023 to Aug 2023
  7. Egg Harbor CafeFeb 2022 to Jun 2023
  8. KrogerOct 2021 to Oct 2021
  9. StudentAug 2013 to May 2024

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
7966100
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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