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Wesley Chad Jacobson

Strategic Advisers LLC

Henderson, NV

Henderson, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Henderson, NV • United States

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • 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
Aptive Enviornmental Provo UT 03/2015 09/2020
Fidelity Investments American Fork UT 11/2020 Present
Utah Valley University Orem UT 01/2011 10/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 09/2020
    Aptive Enviornmental
    Provo, UT
  • 11/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 01/2011 → 10/2020
    Utah Valley University
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-12
  • S66 Uniform Combined State Law Examination
    2021-03-12
Other Names
  • Wesley Chad Jacobson
  • Wesley Jacobson

View on SEC IAPD

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