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William Jacob George

Strategic Advisers LLC

Warwick, RI

Providence, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Warwick, RI • United States

10 Memorial Boulevard, Providence, RI 02903-1160 • 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
Citizens Bank Providence RI 06/2018 04/2022
Island Deli Wakefield RI 10/2017 05/2018
Palm Tree Consulting Hartford CT 06/2017 09/2017
Campions Pizza South Windsor CT 06/2016 09/2016
University Of Rhode Island South Kingston RI 09/2014 05/2018
Fidelity Investments Providence RI 01/2023 Present
Citizens Clarfeld Private Wealth Providence RI 04/2022 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 04/2022
    Citizens Bank
    Providence, RI
  • 10/2017 → 05/2018
    Island Deli
    Wakefield, RI
  • 06/2017 → 09/2017
    Palm Tree Consulting
    Hartford, CT
  • 06/2016 → 09/2016
    Campions Pizza
    South Windsor, CT
  • 09/2014 → 05/2018
    University Of Rhode Island
    South Kingston, RI
  • 01/2023 → Present
    Fidelity Investments
    Providence, RI
  • 04/2022 → 11/2022
    Citizens Clarfeld Private Wealth
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-30
S63 Uniform Securities Agent State Law Examination 2023-06-15
  • S66 Uniform Combined State Law Examination
    2023-06-30
  • S63 Uniform Securities Agent State Law Examination
    2023-06-15
Other Names
  • Jake George

View on SEC IAPD

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