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Jacob Heck

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-07
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-04-07
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Chrisitan Moerlein Brewing Company Cincinnati OH 08/2016 04/2017
Education At Work Covington KY 10/2016 01/2018
Fidelity Brokerage Services Covington KY 01/2018 05/2019
Fidelity Brokerage Services Covington KY 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 04/2017
    Chrisitan Moerlein Brewing Company
    Cincinnati, OH
  • 10/2016 → 01/2018
    Education At Work
    Covington, KY
  • 01/2018 → 05/2019
    Fidelity Brokerage Services
    Covington, KY
  • 06/2019 → Present
    Fidelity Brokerage Services
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-27
  • S66 Uniform Combined State Law Examination
    2019-09-27
Other Names
  • Jacob Charles Heck
  • Jacob Heck

View on SEC IAPD

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