Jordan Kotob
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsJun 2026 to now
- UnemployedApr 2026 to Jun 2026
- DoordashJan 2026 to Mar 2026
- Fidelity InvestmentsJun 2025 to Aug 2025
- Door DashDec 2023 to Dec 2025
- University of Massachusetts AmherstSep 2023 to May 2026
- Health Plans IncJun 2023 to Jun 2023
- Mike EistendatApr 2021 to May 2024
- ShawsDec 2018 to Dec 2020
- Kelly RundMay 2018 to Aug 2022
- Ashland Public SchoolSep 2016 to May 2022
- UnemployedJan 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8304368
- Firm CRD
- 104555