Jacob Anthony Faulstich

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 02/2019
  Morganstanley Smithbarney Llc
  New York, NY
• 03/2018 → 08/2018
  Jacob Faulstich / Self
  San Luis Obispo, CA
• 06/2017 → 02/2018
  Sapient Razorfish
  San Luis Obispo, CA
• 02/2016 → 05/2017
  Rosetta Marketing Group
  San Luis Obispo, CA
• 10/2018 → 02/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2019 → 02/2022
  Empower Retirement
  Greenwood Village, CO
• 02/2022 → Present
  Fidelity Investments
  Santa Barbara, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Santa Barbara, CA
• 2019-04-15 → 2022-02-15
  Empower Advisory Group, Llc
  Goleta, CA
  Greenwood Village, CO
  Santa Maria, CA
• 2018-10-25 → 2019-04-02
  Morgan Stanley
  Santa Maria, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-10-25

Designations

• Certified Financial Planner

Other Names

• Jake Faulstich