Jacob Atkinson

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Lakewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co.	Lone Tree	CO	10/2006	08/2019
University Of Colorado At Denver	Denver	CO	08/2019	08/2020
University Of Colorado At Denver	Denver	CO	01/2020	08/2021
Fidelity Brokerage Services Llc	Greenwood Village	CO	08/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2006 → 08/2019

Charles Schwab & Co.

Lone Tree, CO
08/2019 → 08/2020

University Of Colorado At Denver

Denver, CO
01/2020 → 08/2021

University Of Colorado At Denver

Denver, CO
08/2021 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-08-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO
2007-11-06 → 2019-09-04

Charles Schwab & Co., Inc.

Englewood, CO

Englewood, CO

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-10-25

S66 Uniform Combined State Law Examination

2007-10-25

Other Names

Jacob Curtis Atkinson
Jacob Atkinson

View on SEC IAPD