Jacob Clark Engel
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jacob Clark Engel? 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
12 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Courtside PizzaAug 2024 to May 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- Courtside PizzaAug 2023 to May 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Courtside PizzaAug 2022 to May 2023
- American LandscapingMay 2022 to Aug 2022
- Ohio UnivesityAug 2021 to May 2025
- American LandscapingMay 2021 to Aug 2021
- Rockport High School StudentAug 2020 to May 2021
- American LandscapingMay 2020 to Aug 2020
- Rockport High SchoolAug 2019 to May 2020
- Rockport Inn & SuitesMay 2019 to Aug 2019
- Rockport Public SchoolsAug 2014 to May 2019
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
- 8116170
- Firm CRD
- 104555