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Jacob Hogan

Strategic Advisers LLC

Campbell, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-26
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-11-26
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Campbell, CA • 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 Investments Salt Lake City UT 05/2020 Present
New Focus Academy Heber City UT 11/2018 05/2020
Discovery Academy Provo UT 08/2017 11/2018
Bear Lake Aquatics Base Laketown UT 05/2017 08/2017
Einstein Bagel Bros. Orem UT 02/2017 05/2017
The Church Of Jesus Christ Of Latter-Day Saints Cusco 02/2015 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2018 → 05/2020
    New Focus Academy
    Heber City, UT
  • 08/2017 → 11/2018
    Discovery Academy
    Provo, UT
  • 05/2017 → 08/2017
    Bear Lake Aquatics Base
    Laketown, UT
  • 02/2017 → 05/2017
    Einstein Bagel Bros.
    Orem, UT
  • 02/2015 → 02/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Cusco
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-125575|OrgNmn:159 Blue LLC|Org Addr:Bountiful,Utah,US|OBA Nature:My current role required that |Invst Rel:Y|Title:Co-Owner|Duties:Maintenance and upkeep of rental property.|StrtDt:09-01-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-10
S63 Uniform Securities Agent State Law Examination 2020-09-11
  • S66 Uniform Combined State Law Examination
    2021-03-10
  • S63 Uniform Securities Agent State Law Examination
    2020-09-11
Designations
Other Names
  • Jacob Parker Hogan

View on SEC IAPD

Other Firms

MONTAGE CAPITAL
LPL FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
PARK AVENUE SECURITIES LLC
FELLOWS FUND MANAGEMENT LLC
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Other Investors

CHIOU-PYING CHENG
ANTONIO JOSE DEL CASTILLO
TOMOKO KOYAMA
LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
RASHMINA LALANI
DAVID NGUYEN

Other Offices

STRATEGIC ADVISERS LLC · CAMPBELL, CA
MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

More in Campbell, CA

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