Jacob J. Butler

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

• 09/2016 → 12/2016
  Aaa
  Sylvania, OH
• 04/2017 → 04/2017
  Nylife Securities
  Maumee, OH
• 01/2016 → 10/2016
  Northwestern Mutual Life Insurance Company
  Toledo, OH
• 10/2016 → 09/2017
  Mathews Family Insurance Allstate
  Oregon, OH
• 08/2017 → 09/2019
  Purdue University Global
  Purdue, OH
• 09/2017 → 10/2020
  Northwestern Mutual (Brian Kurtz)
  Toledo, OH
• 09/2017 → 10/2020
  Northwestern Mutual Investment Services Llc
  Toledo, OH
• 10/2020 → 04/2022
  Jpmorgan Chase Bank, N.A.
  Beachwood, OH
• 10/2020 → 04/2022
  J.P. Morgan Securities Llc
  Beachwood, OH
• 04/2022 → Present
  Fidelity Investments
  Norwalk, OH
• 10/2015 → 04/2017
  Tiffin University
  Tiffin, OH

Exams

• S66 Uniform Combined State Law Examination
  2026-05-05
• S63 Uniform Securities Agent State Law Examination
  2019-04-29

Other Names

• Jacob J Butler
• Jacob James Butler
• Jacob J Butler
• Jj Butler
• Jacob Butler