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Jacob Coffee

Strategic Advisers LLC

Wendell, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Wendell, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
East Carolina University Greenville NC 08/2016 06/2019
Unemployed Greenville NC 06/2019 01/2020
State Employee's Credit Union Winterville NC 01/2020 01/2021
Unemployed Greenville NC 01/2021 05/2021
Pnc Bank Greenville NC 05/2021 07/2021
Fidelity Investments Durham NC 09/2021 Present
Unemployed Greenville NC 07/2021 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2019
    East Carolina University
    Greenville, NC
  • 06/2019 → 01/2020
    Unemployed
    Greenville, NC
  • 01/2020 → 01/2021
    State Employee's Credit Union
    Winterville, NC
  • 01/2021 → 05/2021
    Unemployed
    Greenville, NC
  • 05/2021 → 07/2021
    Pnc Bank
    Greenville, NC
  • 09/2021 → Present
    Fidelity Investments
    Durham, NC
  • 07/2021 → 09/2021
    Unemployed
    Greenville, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-26
S65 Uniform Investment Adviser Law Examination 2021-01-11
  • S63 Uniform Securities Agent State Law Examination
    2021-01-26
  • S65 Uniform Investment Adviser Law Examination
    2021-01-11
Other Names
  • Jacob Michael Coffee

View on SEC IAPD

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