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Jacob Toomey

Strategic Advisers LLC

Loomis, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Loomis, CA • 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
Principal Life Insurance Company Roseville CA 12/2018 10/2020
Principal Securities Incorporated Roseville CA 12/2018 10/2020
Allstate Insurance Sacramento CA 02/2017 12/2018
Quest Technologies Management Roseville CA 06/2016 02/2017
Lpl Financial, Llc Sacramento CA 11/2020 10/2021
Strategic Wealth Advisors Group Sacramento CA 04/2021 10/2021
Fidelity Investments Loomis CA 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 10/2020
    Principal Life Insurance Company
    Roseville, CA
  • 12/2018 → 10/2020
    Principal Securities Incorporated
    Roseville, CA
  • 02/2017 → 12/2018
    Allstate Insurance
    Sacramento, CA
  • 06/2016 → 02/2017
    Quest Technologies Management
    Roseville, CA
  • 11/2020 → 10/2021
    Lpl Financial, Llc
    Sacramento, CA
  • 04/2021 → 10/2021
    Strategic Wealth Advisors Group
    Sacramento, CA
  • 10/2021 → Present
    Fidelity Investments
    Loomis, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Loomis, CA
  • 2021-04-07 → 2021-10-12
    Mariner Advisor Network
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-03
S63 Uniform Securities Agent State Law Examination 2019-02-09
  • S65 Uniform Investment Adviser Law Examination
    2021-04-03
  • S63 Uniform Securities Agent State Law Examination
    2019-02-09
Other Names
  • Jacob Daniel Kath Toomey

View on SEC IAPD

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