Merrill
47yrs
Top advisor by experience in Grand Blanc
5yrs
Max Jackson
Financial advisor at Strategic Advisers
Max Jackson has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Grand Blanc, Michigan. After three years at Fidelity Personal and Workplace Advisors, Max joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 136 advisors with offices in Grand Blanc, and one of 129 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office10811 S Saginaw St, Grand Blanc, MI 48439
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
Contact Max
(617) 563-7000Firm headquarters in Boston, MA. Ask for Max. 10811 S Saginaw StGrand Blanc, MI 48439Office · Get directions
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Questions to ask Max
Tailored to Max’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 Max
How do I contact Max?
Call Strategic Advisers at (617) 563-7000 and ask for Max Jackson. Max works from the Grand Blanc, MI office.
How long has Max been a financial advisor?
Max has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Max 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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