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Jacob Robert Donlan

Strategic Advisers LLC

Edina, MN

Saint Paul, MN

Oakdale, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Saint Paul, MN • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • 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
Ameriprise Financial Services, Inc. Minneapolis MN 06/2019 07/2021
Ecumen Seasons At Apple Valley Apple Valley MN 08/2014 05/2017
Black Coffee & Waffle Bar St. Paul MN 07/2016 06/2019
Tree Trust Minneapolis MN 06/2017 08/2017
Best Buy Richfield MN 06/2018 08/2018
University Of St. Thomas St. Paul MN 09/2015 06/2019
Fidelity Investments Minneapolis MN 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 07/2021
    Ameriprise Financial Services, Inc.
    Minneapolis, MN
  • 08/2014 → 05/2017
    Ecumen Seasons At Apple Valley
    Apple Valley, MN
  • 07/2016 → 06/2019
    Black Coffee & Waffle Bar
    St. Paul, MN
  • 06/2017 → 08/2017
    Tree Trust
    Minneapolis, MN
  • 06/2018 → 08/2018
    Best Buy
    Richfield, MN
  • 09/2015 → 06/2019
    University Of St. Thomas
    St. Paul, MN
  • 07/2021 → Present
    Fidelity Investments
    Minneapolis, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-21
S63 Uniform Securities Agent State Law Examination 2019-08-23
  • S66 Uniform Combined State Law Examination
    2021-09-21
  • S63 Uniform Securities Agent State Law Examination
    2019-08-23
Other Names
  • Jacob R Donlan

View on SEC IAPD

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Other Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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