Jacob Gibb
Investment adviser representative at Strategic Advisers LLC
18 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jacob Gibb? 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
18 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Walker ConcreteJun 2025 to Aug 2025
- Sales FamilyJan 2025 to Jun 2025
- Utah Community Credit UnionSep 2024 to Jan 2025
- Spanish Fork CityJul 2024 to Sep 2024
- Wiggy WashJun 2022 to Jul 2024
- Church of Jesus Christ of Latter-day SaintsJun 2020 to Jun 2022
- Wiggy WashAug 2017 to Jun 2020
- Cr FlooringMay 2016 to Aug 2017
- Nebo School DistrictAug 2007 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8152268
- Firm CRD
- 104555