Jake Allan Mcdonald

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

• 07/2023 → 12/2023
  Pruco Securities Llc
  Houston, TX
• 01/2022 → 05/2023
  Smoothie King
  Nacogdoches, TX
• 01/2021 → 01/2022
  Stephen F. Austin State University
  Nacogdoches, TX
• 08/2019 → 01/2021
  Full-Time Education
  Nacogdoches, TX
• 02/2018 → 08/2019
  Skechers
  Cypress, TX
• 07/2018 → 12/2018
  Kroger
  Cypress, TX
• 02/2018 → 05/2018
  Spring Creek Barbecue
  Cypress, TX
• 01/2017 → 06/2017
  Bahama Bucks
  Cypress, TX
• 01/2013 → 01/2017
  Full Time Student
  Cypress, TX
• 07/2017 → 02/2018
  Full Time High School Student
  Cypress, TX
• 01/2024 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-02-22

Other Names

• Jake Mcdonald