Jacob Khong
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jacob Khong? 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
11 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Caliber CollisionNov 2024 to Jun 2025
- Lifescience LogisticsMay 2024 to Aug 2024
- Nick's Management, Inc. - Dallas-corporateNov 2023 to Nov 2024
- Pluckers Wing BarMay 2023 to Aug 2023
- Evantage IncMay 2023 to May 2023
- The University of Texas At DallasAug 2021 to Dec 2024
- Life Time Inc.Jan 2020 to Oct 2021
- StudentMay 2015 to Jun 2021
Exams passed
- 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
- 8115546
- Firm CRD
- 104555