Jackson B. Hale

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

• 08/2019 → 05/2024
  Charles Schwab & Co., Inc.
  Chestnut Hill, MA
• 06/2018 → 08/2019
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2018 → 04/2018
  Industrypro
  Woodstock, GA
• 05/2017 → 08/2017
  University Of New Hampshire Housing
  Durham, NH
• 08/2015 → 05/2019
  Arizona State University
  Tempe, AZ
• 05/2021 → 05/2024
  Charles Schwab Bank, Ssb
  Chestnut Hill, MA
• 05/2024 → Present
  Fidelity Investments
  Fort Worth, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Worth, TX
• 2020-05-22 → 2024-05-21
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Westlake, TX
  Lake Oswego, OR
  Vancouver, WA
  Chestnut Hill, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-05-22

Other Names

• Jackson Hale
• Jackson Briggs Hale