ChooseAFinancialAdvisor.com
Advisors / Texas / Fort Worth
2yrs

Jaylin Simmons

Financial advisor at Strategic Advisers

Jaylin Simmons has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Fort Worth, Texas. Jaylin 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 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.

Fort Worth, TXFiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeFort Worth, TX
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 ?1 state

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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Oct 2025 – now

Questions to ask Jaylin

Tailored to Jaylin’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jaylin

How do I contact Jaylin?

Call Strategic Advisers at 617-563-7000 and ask for Jaylin Simmons. Jaylin works from the Fort Worth, TX office.

How long has Jaylin been a financial advisor?

Jaylin has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Jaylin hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jaylin a fiduciary?

Jaylin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jaylin paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jaylin 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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