Jack Joseph Michaud
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- One EnergyOct 2025 to Dec 2025
- LoomisOct 2025 to Oct 2025
- Leadership Logistics LLCSep 2025 to Sep 2025
- UnemployedAug 2025 to Aug 2025
- H&r BlockNov 2024 to Jul 2025
- UnemployedMay 2024 to Oct 2024
- Community Economic Development CenterJan 2024 to Apr 2024
- UnemployedOct 2023 to Dec 2023
- Diamond Technologies Inc.Sep 2020 to Sep 2023
- Dunkin'Jul 2020 to Aug 2020
- UnemployedMar 2020 to Jun 2020
- Gnc Holdings, LLC.Dec 2019 to Feb 2020
- UnemployedJul 2019 to Nov 2019
- Applefield FarmMay 2019 to Jun 2019
- Dunkin'Aug 2018 to Apr 2019
- UnemployedJan 2018 to Jul 2018
- Tj MaxxNov 2017 to Dec 2017
- UnemployedOct 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 8215798
- Firm CRD
- 104555