Jacob Richmond

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
UT	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

Saratoga Springs, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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	American Fork	UT	06/2020	Present
Insight Global	Salt Lake City	UT	04/2020	05/2020
The Church Of Jesus Christ Of Latter-Day Saints	Santiago De Los Caballeros		08/2018	03/2020
Visible Supply Chain Management	Salt Lake City	UT	12/2017	07/2018
Potbelly Sandwich Shop	Sandy	UT	10/2016	10/2017
Motor Sportsland	Salt Lake City	UT	06/2014	10/2017
Bingham High School	South Jordan	UT	08/2015	05/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2020 → Present

Fidelity Investments

American Fork, UT
04/2020 → 05/2020

Insight Global

Salt Lake City, UT
08/2018 → 03/2020

The Church Of Jesus Christ Of Latter-Day Saints

Santiago De Los Caballeros
12/2017 → 07/2018

Visible Supply Chain Management

Salt Lake City, UT
10/2016 → 10/2017

Potbelly Sandwich Shop

Sandy, UT
06/2014 → 10/2017

Motor Sportsland

Salt Lake City, UT
08/2015 → 05/2018

Bingham High School

South Jordan, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-08-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Saratoga Springs, UT

Salt Lake City, UT

Other Businesses

o Business name: DoorDash o Is the business investment-related?: No o Business Address: South Tower, 303 2nd St Suite 800, San Francisco, CA 94107 o Nature of the other business:Food Delivery o Your position, title, or relationship with the other business:Delivery Driver o The start date of your relationship:07/01/2020 o Approximate number of hours/month you devote to the other business:10 o Approximate number of hours you devote to the other business during securities trading hours: 0 o Briefly describe your duties relating to the other business. Deliver food to clients. o Business name: Market Force LLC o Is the business investment-related? No o Business Address: 6625 The Corners Parkway, #rd Floor Peachtree Corners, GA 30092 o Nature of the other business: Restaurant auditing services o Your position, title, or relationship with the other business: Mystery Shopper o The start date of your relationship: 08/03/2020 o Approximate number of hours/month you devote to the other business: 10 o Approximate number of hours you devote to the other business during securities trading hours: 0 o Briefly describe your duties relating to the other business.: I accept assignments to go to retail stores and record observations made.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-09-17

S63 Uniform Securities Agent State Law Examination

2020-09-17

Designations

Other Names

Jacob Hinckley Richmond
Jacob Richmond

View on SEC IAPD