Jacob Forman

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31

Branch Locations

Manasquan, NJ • United States

530 Route 35, Shrewsbury, NJ 07702-4139 • United States

530 Route 35, Shrewsbury, NJ 07702-4139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Minnesota Life Insurance Company	St. Paul	MN	09/2016	10/2017
Securian Financial Services Inc	St. Paul	MN	09/2016	10/2017
North Star Consultants Inc	Philadelphia	PA	09/2016	10/2017
Cri Securities Llc	St. Paul	MN	09/2016	10/2017
West Chester University	West Chester	PA	08/2012	Present
Manasquan Beach	Manasquan	NJ	06/2012	09/2016
Fidelity Brokerage Services Llc	Shrewsbury	NJ	01/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2016 → 10/2017

Minnesota Life Insurance Company

St. Paul, MN
09/2016 → 10/2017

Securian Financial Services Inc

St. Paul, MN
09/2016 → 10/2017

North Star Consultants Inc

Philadelphia, PA
09/2016 → 10/2017

Cri Securities Llc

St. Paul, MN
08/2012 → Present

West Chester University

West Chester, PA
06/2012 → 09/2016

Manasquan Beach

Manasquan, NJ
01/2018 → Present

Fidelity Brokerage Services Llc

Shrewsbury, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-09-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Shrewsbury, NJ
2017-04-13 → 2017-11-03

Securian Financial Services, Inc.

Philadelphia, PA
2017-04-13 → 2017-11-03

Cri Securities, Llc

Philadelphia, PA

Other Businesses

OBA-9147|OrgNmn:Borough of Manasquan - Beach Department|Org Addr:Manasquan,New Jersey,US|OBA Nature:Maintenance|Invst Rel:N|Title:Assistant Beach Crew Supervisor|Duties:Maintenance/Scheduling|StrtDt:04-02-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-23

S66 Uniform Combined State Law Examination

2017-03-23

Designations

Other Names

Jacob Lance Forman
Jacob L Forman

View on SEC IAPD

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