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Jake Daniel Cusson

Strategic Advisers LLC

Dunwoody, GA

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-13
GA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-11-13
  • GA RA
    APPROVED
    Since 2025-03-31

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Atlanta, GA • 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
Central House Tavern Westborough MA 03/2014 07/2019
Boston Financial Management Boston MA 12/2017 01/2018
Tata & Howard Inc. Marlborough MA 05/2018 06/2018
Fidelity Investments Smithfield RI 09/2021 03/2022
Saint John's High School Shrewsbury MA 07/2013 05/2017
Bryant University Smithfield RI 08/2017 08/2021
Dsa Sports Performance Marietta GA 07/2022 10/2023
Secreto Southern Kitchen Brookhaven GA 10/2022 09/2023
Rooftop Loa Atlanta GA 08/2023 10/2023
Laser Monkey Las Vegas NV 10/2022 10/2022
Fidelity Investments Dunwoody GA 10/2023 Present
The Sideline Hustle Atlanta GA 03/2022 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 07/2019
    Central House Tavern
    Westborough, MA
  • 12/2017 → 01/2018
    Boston Financial Management
    Boston, MA
  • 05/2018 → 06/2018
    Tata & Howard Inc.
    Marlborough, MA
  • 09/2021 → 03/2022
    Fidelity Investments
    Smithfield, RI
  • 07/2013 → 05/2017
    Saint John's High School
    Shrewsbury, MA
  • 08/2017 → 08/2021
    Bryant University
    Smithfield, RI
  • 07/2022 → 10/2023
    Dsa Sports Performance
    Marietta, GA
  • 10/2022 → 09/2023
    Secreto Southern Kitchen
    Brookhaven, GA
  • 08/2023 → 10/2023
    Rooftop Loa
    Atlanta, GA
  • 10/2022 → 10/2022
    Laser Monkey
    Las Vegas, NV
  • 10/2023 → Present
    Fidelity Investments
    Dunwoody, GA
  • 03/2022 → 08/2023
    The Sideline Hustle
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-03
  • S66 Uniform Combined State Law Examination
    2024-04-03

View on SEC IAPD

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JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
STEVEN KLAUSMAN

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

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