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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

St. Simons Island, GA • 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
E*Trade Securities Llc Alpharetta GA 01/2021 10/2023
Soyumi Asian Kitchen Statesboro GA 02/2020 10/2020
Morgan Stanley Alpharetta GA 09/2023 10/2023
Doordash Statesboro GA 10/2020 01/2021
Fidelity Investments Jacksonville FL 11/2023 Present
The King And Prince Golf Course/ Mmi Hotel Group Llc Saint Simons Island GA 12/2015 02/2020
Morgan Stanley Alpharetta GA 01/2023 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 10/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 02/2020 → 10/2020
    Soyumi Asian Kitchen
    Statesboro, GA
  • 09/2023 → 10/2023
    Morgan Stanley
    Alpharetta, GA
  • 10/2020 → 01/2021
    Doordash
    Statesboro, GA
  • 11/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 12/2015 → 02/2020
    The King And Prince Golf Course/ Mmi Hotel Group Llc
    Saint Simons Island, GA
  • 01/2023 → 10/2023
    Morgan Stanley
    Alpharetta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
S63 Uniform Securities Agent State Law Examination 2021-06-16
  • S66 Uniform Combined State Law Examination
    2024-01-05
  • S63 Uniform Securities Agent State Law Examination
    2021-06-16
Other Names
  • Jake Figueroa
  • Jacob Liam Figueroa
  • Jacob L Figueroa
  • Jacob Figueroa

View on SEC IAPD

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