Jack Willson

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

• 05/2019 → 08/2019
  Lowes
  Adrian, MI
• 05/2020 → 08/2020
  Lowes
  Adrian, MI
• 01/2021 → 04/2021
  Michigan State University
  East Lansing, MI
• 10/2021 → 03/2022
  Michigan State University
  East Lansing, MI
• 04/2021 → 08/2021
  Athletico Physical Therapy
  Dundee, MI
• 03/2016 → 07/2023
  Chandler's Vintage Barn Venue Llc
  Blissfield, MI
• 07/2023 → Present
  Fidelity Investments
  Grand Blanc, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Grand Blanc, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-11-22

Other Names

• Jack Chandler Willson