Jackson Bliss
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 LLCOct 2025 to now
- Fidelity InvestmentsJul 2025 to now
- Self-employedMay 2025 to Jul 2025
- Ameriprise Financial Services LLCJan 2025 to May 2025
- Westpac Wealth PartnersOct 2024 to Dec 2024
- Self-employedJun 2024 to Oct 2024
- Reach Out ConsultingNov 2023 to May 2024
- Self-employedJun 2022 to Nov 2023
- Bowling Green State UniversityAug 2019 to May 2022
- Self-employedAug 2018 to Jul 2019
- University of California IrvineJul 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8029468
- Firm CRD
- 104555