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Jacob M. Ford

Strategic Advisers LLC

Covington, KY

Middletown, OH

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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

100 Crosby Pkwy, Covington, KY 41015-4325 • United States

Middletown, OH • 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 11/2020 Present
Pop A Lock El Paso TX 11/2019 11/2020
Customs And Border Protection El Paso TX 02/2020 11/2020
U.S. Air Force San Angelo TX 01/2019 08/2019
Unemployed El Paso TX 08/2018 01/2019
Ashford University El Paso TX 08/2019 11/2019
U.S. Air Force Minot ND 12/2011 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → Present
    Fidelity Investments
    Covington, KY
  • 11/2019 → 11/2020
    Pop A Lock
    El Paso, TX
  • 02/2020 → 11/2020
    Customs And Border Protection
    El Paso, TX
  • 01/2019 → 08/2019
    U.S. Air Force
    San Angelo, TX
  • 08/2018 → 01/2019
    Unemployed
    El Paso, TX
  • 08/2019 → 11/2019
    Ashford University
    El Paso, TX
  • 12/2011 → 08/2018
    U.S. Air Force
    Minot, ND
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29
Other Names
  • Jake Ford
  • Jacob Michael Ford

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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