Morgan Stanley
47yrs
Top advisor by experience in Middleton
23yrs
Jack Draney
Financial advisor at Strategic Advisers
Based in Middleton, Wisconsin, Jack Draney is a fiduciary financial advisor with 23 years of industry experience. Jack has been with Strategic Advisers since 2025; before that, Jack spent two years at Fidelity Personal and Workplace Advisors and 14 years at TD Ameritrade. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 177 advisors with offices in Middleton, and one of 158 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 9% by experience at Strategic Advisers
Office8235 Greenway Blvd, Middleton, WI 53562
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Jul 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2007 – 2021TD Ameritrade, Inc.Previously
- 2007 – 2021TD Ameritrade Investment Management, LLCPreviously
Contact Jack
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jack. 8235 Greenway BlvdMiddleton, WI 53562Office · Get directions
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Strategic Advisers at (617) 563-7000 and ask for Jack Draney. Jack works from the Middleton, WI office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2003, about 23 years. Top 9% by experience at Strategic Advisers.
What licenses does Jack hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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