Jacob D. Aragon

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
TX	RA	APPROVED	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Issaquah, WA • United States

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • 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
Fidelity Investments	Westlake	TX	07/2017	05/2020
Tricore Reference Laboratories	Albuquerque	NM	10/2016	07/2017
Arizona Laboratory Of Tree Ring Research	Tucson	AZ	01/2015	10/2016
Fidelity Brokerage Services Llc	Bellevue	WA	05/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2017 → 05/2020

Fidelity Investments

Westlake, TX
10/2016 → 07/2017

Tricore Reference Laboratories

Albuquerque, NM
01/2015 → 10/2016

Arizona Laboratory Of Tree Ring Research

Tucson, AZ
05/2020 → Present

Fidelity Brokerage Services Llc

Bellevue, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-10-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bellevue, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-09-11
S63	Uniform Securities Agent State Law Examination	2020-08-07

S65 Uniform Investment Adviser Law Examination

2020-09-11
S63 Uniform Securities Agent State Law Examination

2020-08-07

Other Names

Jacob D Aragon
Jacob Aragon

View on SEC IAPD

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