Best Investors Account Sign in

Jacob Dennis

Strategic Advisers LLC

Johnson City, TN

Kingsport, TN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3018 Peoples Street Suite 108, Johnson City, TN 37604-4148 • United States

Kingsport, TN • 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 Covington KY 06/2020 Present
Mercedes Benz Of Fort Mitchell Fort Mitchell KY 08/2014 05/2018
Jeff Wyler Automotive Family Milford OH 05/2018 06/2020
Northern Kentucky University Highland Heights KY 06/2010 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    Covington, KY
  • 08/2014 → 05/2018
    Mercedes Benz Of Fort Mitchell
    Fort Mitchell, KY
  • 05/2018 → 06/2020
    Jeff Wyler Automotive Family
    Milford, OH
  • 06/2010 → 05/2018
    Northern Kentucky University
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Kingsport, TN
    Johnson City, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-16
S66 Uniform Combined State Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2021-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2021-02-01
Other Names
  • Jacob Troy Dennis
  • Jacob Dennis

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MONEY CONCEPTS CAPITAL CORP
ROAN CAPITAL PARTNERS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

THOMAS E DOTSON
ROBERT KEITH HOBBS
SONYA KAYE HENSLEY
URIL DUANE PETERSON
CAROL LYNN CRESS
RICHARD WAYNE HOBBS
MATTHEW JAMES TRIVETT
BENJAMIN DAVID TALLEY

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johnson City, TN
UBS FINANCIAL SERVICES INC. · JOHNSON CITY, TN
UBS FINANCIAL SERVICES INC. · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JOHNSON CITY, TN

More in Johnson City, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor