Jacob Alexander Sumner

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-02
VA	RA	APPROVED	2025-06-02

TX RA
APPROVED

Since 2025-06-02
VA RA
APPROVED

Since 2025-06-02

Branch Locations

Chesapeake, VA • 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

Organization	City	State	From	To
Fidelity Investments	Virginia Beach	VA	05/2024	Present
Unemployed	Norfolk	VA	06/2022	12/2022
Unemployed	Norfolk	VA	05/2023	08/2023
Northwestern Mutual	Virginia Beach	VA	05/2021	08/2021
Unemployed	Chesapeake	VA	01/2014	07/2019
Food Lion	Farmville	VA	02/2022	06/2022
Admiral Security Services	Norfolk	VA	12/2022	05/2023
Longwood University	Farmville	VA	09/2017	05/2022
Joe'S Crab Shack	Chesapeake	VA	07/2019	05/2021
Republic Finance	Virginia Beach	VA	08/2023	04/2024

05/2024 → Present

Fidelity Investments

Virginia Beach, VA
06/2022 → 12/2022

Unemployed

Norfolk, VA
05/2023 → 08/2023

Unemployed

Norfolk, VA
05/2021 → 08/2021

Northwestern Mutual

Virginia Beach, VA
01/2014 → 07/2019

Unemployed

Chesapeake, VA
02/2022 → 06/2022

Food Lion

Farmville, VA
12/2022 → 05/2023

Admiral Security Services

Norfolk, VA
09/2017 → 05/2022

Longwood University

Farmville, VA
07/2019 → 05/2021

Joe'S Crab Shack

Chesapeake, VA
08/2023 → 04/2024

Republic Finance

Virginia Beach, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-09

S66 Uniform Combined State Law Examination

2025-05-09

View on SEC IAPD

More in Chesapeake, VA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor