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Jacob Templar

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 10/2020 Present
Unemployed Park Hills KY 03/2020 10/2020
Adriatico's Cincinnati OH 10/2016 03/2020
Ballatine Willoughby OH 05/2017 08/2017
Giant Eagle Willoughby OH 06/2013 12/2016
University Of Cincinnati Cincinnati OH 08/2016 12/2018
Office Of Congresswoman Marcia L. Fudge Warrensville Heights OH 05/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2020 → 10/2020
    Unemployed
    Park Hills, KY
  • 10/2016 → 03/2020
    Adriatico's
    Cincinnati, OH
  • 05/2017 → 08/2017
    Ballatine
    Willoughby, OH
  • 06/2013 → 12/2016
    Giant Eagle
    Willoughby, OH
  • 08/2016 → 12/2018
    University Of Cincinnati
    Cincinnati, OH
  • 05/2017 → 08/2017
    Office Of Congresswoman Marcia L. Fudge
    Warrensville Heights, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-10
S63 Uniform Securities Agent State Law Examination 2021-03-08
  • S66 Uniform Combined State Law Examination
    2021-06-10
  • S63 Uniform Securities Agent State Law Examination
    2021-03-08
Other Names
  • Jacob Templar
  • Jacob Mark Templar

View on SEC IAPD

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