Jacob Joseph Rothman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 01/2020
  United States Army Reserve
  Ann Arbor, MI
• 10/2015 → 08/2019
  Michigan Medicine
  Ann Arbor, MI
• 08/2019 → 01/2020
  Applebees Restaurants
  Ann Arbor, MI
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Novi, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Novi, MI

Other Businesses

OBA-131075|OrgNmn:Miller's Restaurant |Org Addr:Sanford,Florida,US|OBA Nature:Restaurant |Invst Rel:N|Title:Server |Duties:Server |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-92028|OrgNmn:DoorDash|Org Addr:San Fransi,California,US|OBA Nature:Delivery for DoorDash|Invst Rel:N|Title:Independent Contractor|Duties:Delivery |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-92638|OrgNmn:Ebay|Org Addr:San Jose,California,US|OBA Nature:Online Platform for selling no|Invst Rel:N|Title:seller on platform|Duties:posting and selling of goods on online platform|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-115639|OrgNmn:Uber|Org Addr:Altamonte ,Florida,US|OBA Nature:delivery/rides|Invst Rel:N|Title:driver|Duties:driving and delivering food/rideshare|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-29
• S63 Uniform Securities Agent State Law Examination
  2020-10-09