Jack Ryan Grimm

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 06/2022
  Securian Financial Services
  Saint Paul, MN
• 02/2021 → 06/2022
  Minnesota Life Insurance Company
  Saint Paul, MN
• 02/2021 → 06/2022
  North Star Resource Group
  Austin, TX
• 02/2021 → 10/2021
  Cri Securities
  Saint Paul, MN
• 08/2016 → 12/2017
  University Of Texas
  Odessa, TX
• 10/2017 → 03/2018
  Shack In The Back
  Odessa, TX
• 04/2018 → 04/2020
  Westside Wake
  Austin, TX
• 05/2020 → 09/2020
  Franklin Endeavors
  Austin, TX
• 09/2020 → 02/2021
  Northstar Resource Group
  Austin, TX
• 07/2022 → Present
  Fidelity Investments
  Austin, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Austin, TX
• 2021-11-24 → 2022-06-10
  Securian Financial Services, Inc.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-05-19