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Jacob M. White

Strategic Advisers LLC

St. Charles, IL

Naperville, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

St. Charles, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
Northwestern Mutual Macomb Il IL 04/2020 06/2021
Roi Business Services Bartlett IL 10/2016 08/2019
Rocky's Rec Center Macomb IL 10/2018 09/2019
Patriot Heating And Cooling Geneva IL 05/2016 03/2020
Fidelity Investments Naperville IL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 06/2021
    Northwestern Mutual
    Macomb Il, IL
  • 10/2016 → 08/2019
    Roi Business Services
    Bartlett, IL
  • 10/2018 → 09/2019
    Rocky's Rec Center
    Macomb, IL
  • 05/2016 → 03/2020
    Patriot Heating And Cooling
    Geneva, IL
  • 06/2021 → Present
    Fidelity Investments
    Naperville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-08
  • S66 Uniform Combined State Law Examination
    2021-12-08
Other Names
  • Jacob Matthew White
  • Jacob White

View on SEC IAPD

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