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Jacob Dillon Thurlo

Strategic Advisers LLC

Greenwood Village, CO

Castle Rock, 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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Castle Rock, 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
Mass Mutual Life Insurance Company Greenwood Village CO 05/2018 04/2019
Mml Investors Services Greenwood Village CO 07/2018 04/2019
American Medical Sales And Rentals Centennial CO 08/2016 06/2018
Fidelity Brokerage Services Llc Greenwood Village CO 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 04/2019
    Mass Mutual Life Insurance Company
    Greenwood Village, CO
  • 07/2018 → 04/2019
    Mml Investors Services
    Greenwood Village, CO
  • 08/2016 → 06/2018
    American Medical Sales And Rentals
    Centennial, CO
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-10-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-25
  • S66 Uniform Combined State Law Examination
    2019-07-25
Other Names
  • Jacob Thurlo
  • Jacob Dillon Thurlo
  • Jacob D Thurlo

View on SEC IAPD

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Other Investors

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Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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