Jeffory Tyler Harrison
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Citizens BankOct 2022 to Aug 2024
- UnemployedJul 2022 to Oct 2022
- Rocket MortgageOct 2020 to Jul 2022
- Lincoln ElectricJan 2019 to Sep 2020
- Bedford Collision CenterJan 2018 to Jan 2019
- Porsche of BeachwoodJan 2017 to Jan 2018
- Honda of MentorJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7987573
- Firm CRD
- 104555