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Jakob Ryan Kehr

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.

  1. Strategic Advisers LLCOct 2025 to now
  2. Fidelity InvestmentsSep 2024 to now
  3. UnemployedMay 2024 to Aug 2024
  4. Baylor UniversityAug 2023 to May 2024
  5. Peak Physical TherapyJun 2023 to Aug 2023
  6. Baylor UniversityAug 2022 to May 2023
  7. Allen AmericansJun 2022 to Aug 2022
  8. Jersey Mike's Subs|Jun 2022 to Aug 2022
  9. Baylor UniversityAug 2021 to Jun 2022
  10. Jersey Mike's Subs|May 2021 to Aug 2021
  11. Baylor UniversityAug 2020 to May 2021
  12. Jersey Mike's SubsMay 2017 to Aug 2020
  13. Middle/highschoolJun 2014 to Jun 2020

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
7987088
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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