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Matthew Jacobson

Strategic Advisers LLC

Carpentersville, IL

Schaumburg, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Carpentersville, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • 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
Taymar Sales U At Niu Dekalb IL 04/2020 04/2021
Chicago Fire Soccer Club Bridgeview IL 05/2015 01/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 09/2021
Northwestern Mutual Investment Services Llc Elgin IL 05/2021 09/2021
Fidelity Investments Geneva IL 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 04/2021
    Taymar Sales U At Niu
    Dekalb, IL
  • 05/2015 → 01/2020
    Chicago Fire Soccer Club
    Bridgeview, IL
  • 05/2021 → 09/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2021 → 09/2021
    Northwestern Mutual Investment Services Llc
    Elgin, IL
  • 10/2021 → Present
    Fidelity Investments
    Geneva, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Geneva, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-10
S63 Uniform Securities Agent State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2022-03-10
  • S63 Uniform Securities Agent State Law Examination
    2021-10-01
Other Names
  • Matt Jacobson
  • Matt Jacobson

View on SEC IAPD

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