Jacob Jeffery Klocek

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

• 08/2016 → 04/2018
  Applebees
  Fenton, MI
• 05/2018 → 03/2021
  Bankers Life & Casualty
  Clarkston, MI
• 09/2014 → 04/2018
  Cleary University
  Howell, MI
• 03/2019 → 03/2021
  Bankers Life Securities
  Clarkston, MI
• 03/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2019-05-09 → 2021-03-22
  Bankers Life Advisory Services, Inc.
  Chicago, IL
  Clarkston, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-05-09

Other Names

• Jay Klocek
• Jacob Klocek