Jacob Madu
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCMar 2026 to now
- Fidelity InvestmentsAug 2025 to now
- LowesJun 2025 to Jul 2025
- UnemployedApr 2025 to Jun 2025
- Lindsborg Laundry MatNov 2024 to Apr 2025
- Fed ExJun 2023 to Sep 2024
- Bethany HomeJan 2023 to Apr 2025
- UnemployedJul 2022 to Jan 2023
- UpsJun 2022 to Jul 2022
- Whites FoodlinerFeb 2022 to Sep 2022
- UnemployedJul 2021 to Feb 2022
- Fed ExNov 2020 to Jul 2021
- UnemployedJul 2020 to Nov 2020
- Home DepotDec 2019 to Jul 2020
- UnemployedJul 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8152500
- Firm CRD
- 104555