Jack Mitchell Poirier
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jack Mitchell Poirier? Claim your profile
Contact this firm
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 InvestmentsSep 2024 to now
- Asplundh Tree ExpertApr 2022 to Aug 2024
- Fairway MortgageJan 2022 to Apr 2022
- L & N Federal Credit UnionFeb 2020 to May 2021
- Asplundh Tree ExpertDec 2019 to Feb 2020
- Silverlake the Family PlaceDec 2018 to Dec 2019
- Liberty UniversityMay 2016 to May 2024
- Umc Food MinistryMar 2016 to Dec 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 2 states (KY, 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
- 7986900
- Firm CRD
- 104555