Jake Balsley
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedAug 2025 to Sep 2025
- Rockefeller Capital ManagementNov 2024 to Jul 2025
- UnemployedSep 2024 to Oct 2024
- Dicks Sporting GoodsAug 2024 to Aug 2024
- The E.W. Scripps CompanyMay 2022 to Aug 2023
- Kenton County Golf CourseMay 2020 to Jun 2021
- Full Time StudentAug 2015 to Dec 2024
Exams passed
- 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
- 8000856
- Firm CRD
- 104555