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Jacob Baugher

Strategic Advisers LLC

Colorado Springs, CO

Colorado Springs, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States

Colorado Springs, CO • 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
Chrysalis Wealth Management/Ameriprise Financial Services, Llc Colorado Springs CO 09/2021 04/2022
United States Marine Corps Camp Pendleton CA 06/2015 09/2021
Carlson Financial Colorado Springs CO 04/2022 12/2022
Fidelity Investments Colorado Springs CO 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 04/2022
    Chrysalis Wealth Management/Ameriprise Financial Services, Llc
    Colorado Springs, CO
  • 06/2015 → 09/2021
    United States Marine Corps
    Camp Pendleton, CA
  • 04/2022 → 12/2022
    Carlson Financial
    Colorado Springs, CO
  • 01/2023 → Present
    Fidelity Investments
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-31
  • S66 Uniform Combined State Law Examination
    2022-01-31
Other Names
  • Jacob Baugher
  • Jacob Daniel Baugher

View on SEC IAPD

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