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Jacob D. Bluth

Strategic Advisers LLC

Mesa, AZ

Scottsdale, AZ

CRD 6559782

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mesa, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc American Fork UT 09/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → Present
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-125707|OrgNmn:Baja Development LLC|Org Addr:Mesa,Arizona,US|OBA Nature:Real Estate Agent|Invst Rel:Y|Title:Sole Proprietor|Duties:Perform real estate transaction duties|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-125692|OrgNmn:Denman Realty Group|Org Addr:Mesa,Arizona,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Independent Contractor|Duties:Real Estate Agent |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-18
S63 Uniform Securities Agent State Law Examination 2015-11-30
  • S66 Uniform Combined State Law Examination
    2019-01-18
  • S63 Uniform Securities Agent State Law Examination
    2015-11-30
Other Names
  • Jacob Daniel Bluth

View on SEC IAPD

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