Jacob Prince
Investment adviser representative at Strategic Advisers LLC
22 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
22 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJul 2025 to now
- AxtellaAug 2024 to Jul 2025
- Bas RougeApr 2023 to Aug 2024
- TargetJan 2023 to Mar 2023
- StudentDec 2021 to Jan 2023
- The Inn At Perry CabinAug 2021 to Dec 2021
- StudentAug 2020 to Aug 2021
- Talbot Country ClubJun 2020 to Aug 2020
- StudentDec 2019 to Jun 2020
- Ruth's Chris SteakhouseSep 2019 to Dec 2019
- GiantJun 2019 to Aug 2019
- BagerySep 2018 to Jun 2019
- StudentSep 2004 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7972483
- Firm CRD
- 104555