Jacob Rotner
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 LLCSep 2025 to now
- Fidelity Brokerage Services LLCJun 2025 to now
- Fidelity InvestmentsJun 2024 to May 2025
- University of ArizonaAug 2023 to May 2024
- Kona IceMay 2023 to Aug 2023
- University of ArizonaAug 2022 to May 2023
- Kona IceMay 2022 to Aug 2022
- University of ArizonaAug 2021 to May 2022
- Kona IceMay 2021 to Aug 2021
- ScheelsNov 2020 to Jan 2021
- University of ArizonaAug 2020 to May 2021
- Kona IceMay 2020 to Aug 2020
- University of ArizonaAug 2019 to May 2020
- Kona IceMay 2019 to Aug 2019
- University of ArizonaAug 2018 to May 2019
- Kona IceMay 2018 to Aug 2018
- University of ArizonaAug 2017 to May 2018
- Kona IceMay 2017 to Aug 2017
- Fossil Ridge High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8122051
- Firm CRD
- 104555