Jacob Stephen Bramlitt
Investment adviser representative at Strategic Advisers LLC
19 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
19 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Uber EatsOct 2025 to Jan 2026
- University of MemphisMar 2025 to Jan 2026
- Confluent StrategiesDec 2022 to Mar 2025
- Wholesale NutritionNov 2021 to Nov 2022
- Northwest Mississippi Community CollegeAug 2021 to Nov 2021
- Confluent StrategiesMay 2021 to Aug 2021
- Northpoint Christian SchoolAug 2020 to May 2021
- Confluent StrategiesMay 2020 to Aug 2020
- Northpoint Christian SchoolAug 2019 to May 2020
- Confluent StrategiesMay 2019 to Aug 2019
- Northpoint Christian SchoolAug 2007 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MS, TN).
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
- 8215827
- Firm CRD
- 104555