Jacob Paul Mulligan

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2020 → 01/2021
  Southern New Hampshire University
  Manchester, NH
• 01/2019 → 03/2020
  Peace Corps Albania
  Washington D.C., DC
• 04/2015 → 09/2018
  Extreme Landscaping
  Bedford, MA
• 04/2017 → 08/2017
  College Pro Painting
  Burlington, VT
• 08/2017 → 09/2017
  Delta Airlines
  South Burlington, VT
• 09/2014 → 05/2018
  The University Of Vermont
  Burlington, VT
• 09/2018 → 01/2019
  Unemployed
  Concord, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2021-12-13
• S63 Uniform Securities Agent State Law Examination
  2021-07-14

Other Names

• Jacob Paul Mulligan
• Jacob Mulligan