Adviser and broker representative · Strategic Advisers LLC
Jared M. Lord
CRD 5833328 · Chicago, IL
At a glance
Jared M. Lord is an investment adviser representative with Strategic Advisers LLC in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jared’s SEC record dates to 2011, about 15 years ago. Jared is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Strategic Advisers LLCSince March 2025Chicago, IL · $1.37T in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jared’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.