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Jacob L. Vierling

Strategic Advisers LLC

Covington, KY

Lawrenceburg, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Lawrenceburg, IN • 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 01/2021 Present
Verizon Wireless Mason OH 12/2018 01/2021
Summit Funding Cincinnati OH 05/2018 12/2018
Cronin Ford Harrison OH 01/2018 04/2018
Jake Sweeney Chevrolet Springdale OH 06/2017 01/2018
Cellular Sales Milford OH 05/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → Present
    Fidelity Investments
    Covington, KY
  • 12/2018 → 01/2021
    Verizon Wireless
    Mason, OH
  • 05/2018 → 12/2018
    Summit Funding
    Cincinnati, OH
  • 01/2018 → 04/2018
    Cronin Ford
    Harrison, OH
  • 06/2017 → 01/2018
    Jake Sweeney Chevrolet
    Springdale, OH
  • 05/2015 → 05/2017
    Cellular Sales
    Milford, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-125661|OrgNmn:Dragons Baseball Club|Org Addr:Lawrencebu,Indiana,US|OBA Nature:Select Baseball Program|Invst Rel:N|Title:Officer|Duties:Treasurer- implement budget and monitor organizational spending|StrtDt:12-29-25|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-13
  • S66 Uniform Combined State Law Examination
    2021-09-13
Other Names
  • Jacob Lee Vierling
  • Jacob Vierling

View on SEC IAPD

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STRATEGIC ADVISERS LLC · COVINGTON, KY
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