Jacob Parker Martin
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsAug 2024 to now
- Water View GrillApr 2024 to Jul 2024
- DoordashFeb 2024 to Mar 2024
- University of New HampshireAug 2023 to May 2024
- Rio Tequila CantinaMay 2023 to Dec 2023
- -university of New HampshireAug 2022 to May 2023
- Clipper Grille At Portsmouth Country ClubMay 2022 to May 2023
- -university of New HampshireAug 2021 to May 2022
- -university of New HampshireAug 2020 to May 2021
- Yankee Clipper Yard MaintenanceMay 2020 to Aug 2021
- -exeter High SchoolAug 2019 to Jun 2020
- Front Row PizzeriaJun 2019 to Aug 2019
- Tailgate TavernJun 2019 to Jun 2019
- Exeter High SchoolAug 2018 to Jun 2019
- Latitudes At Wentworth By the SeaJun 2018 to Sep 2018
- Exeter High SchoolAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (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
- 7974971
- Firm CRD
- 104555