Jacob Matthew Waters

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

• 05/2021 → Present
  Fidelity Investments
  Covington, KY
• 06/2017 → 05/2021
  Cvs Health
  Washington Courthouse, OH
• 03/2015 → 06/2017
  Nike
  Jeffersonville, OH
• 08/2018 → 05/2020
  Cedarville University
  Cedarville, OH
• 08/2020 → 05/2021
  Franklin University
  Franklin, OH
• 08/2017 → 05/2018
  Ohio University (Chillicothe)
  Chillicothe, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2022-06-24
• S63 Uniform Securities Agent State Law Examination
  2021-11-02

Other Names

• Jacob Matthew Waters
• Jake Waters
• Jacob Waters