JAKE BALSLEY is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-11-04 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2025-01-31 | 2025-08-15 | — |