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Jacob Venable

Strategic Advisers LLC

Colorado Springs, CO

Castle Rock, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States

Castle Rock, CO • 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
Money Concepts Capital Corp Palm Beach Gardens FL 06/2016 11/2016
Charles Schwab & Co., Inc. Lone Tree CO 12/2016 03/2024
Charles Schwab Bank Ssb Lone Tree CO 07/2018 03/2024
Fidelity Investments Colorado Springs CO 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 11/2016
    Money Concepts Capital Corp
    Palm Beach Gardens, FL
  • 12/2016 → 03/2024
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 07/2018 → 03/2024
    Charles Schwab Bank Ssb
    Lone Tree, CO
  • 04/2024 → Present
    Fidelity Investments
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Colorado Springs, CO
  • 2017-01-05 → 2024-04-01
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Lone Tree, CO
    Lone Tree, CO
    Indianapolis, IN
  • 2016-09-12 → 2016-12-02
    Money Concepts Capital Corp
    Louisville, KY
    Indianapolis, IN
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-12
  • S66 Uniform Combined State Law Examination
    2016-09-12
Other Names
  • Jake Venable
  • Jacob Colton Mathew Venable

View on SEC IAPD

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