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Jessica Cline

Investment adviser representative at Strategic Advisers LLC
9 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

9 years in the industry.

  1. Strategic Advisers LLCMay 2026 to now
  2. Fidelity InvestmentsOct 2025 to now
  3. UnemployedSep 2025 to Oct 2025
  4. Blazing AdventuresJun 2025 to Aug 2025
  5. Davidson CollegeSep 2024 to May 2025
  6. The Key SchoolJun 2022 to Jul 2022
  7. Bay Ridge Pool AssociationJun 2021 to Jul 2022
  8. MyselfJun 2016 to Aug 2024

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

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
8182785
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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