Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
6yrs
Jack Whaley
Financial advisor at Strategic Advisers
Jack Whaley has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Washington, District of Columbia. After two years at Fidelity Personal and Workplace Advisors and a year at Equitable Advisors, Jack joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office1900 K St NW Stes 110 & 1175, Washington, DC 20006
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jul 2021 – Apr 2022Equitable Advisors, LLCPreviously
Contact Jack
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jack. 1900 K St NW Stes 110 & 1175Washington, DC 20006Office · 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 Whaley. Jack works from the Washington, DC office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Jack hold?
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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