Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-04-17
TX RA APPROVED_RES 2025-04-17
  • MI RA
    APPROVED
    Since 2025-04-17
  • TX RA
    APPROVED_RES
    Since 2025-04-17

Branch Locations

Royal Oak, MI • United States

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • 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
Full Time Student Plymouth MI 07/2012 05/2022
Ameriprise Financial Novi MI 05/2021 08/2021
Fox Hills Golf And Banquet Center Plymouth MI 11/2017 09/2018
Ubs Financial Services.iNc Birmingham MI 07/2022 03/2025
Fidelity Investments Novi MI 03/2025 Present
  • 07/2012 → 05/2022
    Full Time Student
    Plymouth, MI
  • 05/2021 → 08/2021
    Ameriprise Financial
    Novi, MI
  • 11/2017 → 09/2018
    Fox Hills Golf And Banquet Center
    Plymouth, MI
  • 07/2022 → 03/2025
    Ubs Financial Services.iNc
    Birmingham, MI
  • 03/2025 → Present
    Fidelity Investments
    Novi, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
  • S66 Uniform Combined State Law Examination
    2023-01-06
Other Names
  • Jake Cain

View on SEC IAPD

More in Royal Oak, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor