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Jacob A. Schaffer

Strategic Advisers LLC

Chicago, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One North Lasalle Street, Chicago, IL 60602-3902 • United States

Chicago, IL • 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
Corelife Benefits Columbus OH 09/2021 01/2023
The Eppy Group Fort Lauderdale FL 05/2018 08/2019
Delray Eye Associates Delray Beach FL 05/2015 09/2016
University Of Wisconsin - Madison Madison WI 09/2016 05/2020
Mml Investors Services, Llc Columbus OH 07/2020 01/2023
Fidelity Investments Chicago IL 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 01/2023
    Corelife Benefits
    Columbus, OH
  • 05/2018 → 08/2019
    The Eppy Group
    Fort Lauderdale, FL
  • 05/2015 → 09/2016
    Delray Eye Associates
    Delray Beach, FL
  • 09/2016 → 05/2020
    University Of Wisconsin - Madison
    Madison, WI
  • 07/2020 → 01/2023
    Mml Investors Services, Llc
    Columbus, OH
  • 02/2023 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2020-11-23 → 2023-02-10
    Mml Investors Services, Llc
    Boca Raton, FL
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-10
  • S66 Uniform Combined State Law Examination
    2020-11-10
Other Names
  • Jacob Alexander Schaffer
  • Jacob Schaffer

View on SEC IAPD

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GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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