Jacob H. Washburn

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

• 08/2015 → 05/2019
  Texas A&M
  College Station, TX
• 07/2019 → 08/2020
  Equitable Advisors, Llc
  New York, NY
• 10/2020 → 10/2022
  Raymond James Financial Services, Inc.
  San Antonio, TX
• 02/2021 → 10/2022
  Southwestern Investment Group
  San Antonio, TX
• 02/2021 → 10/2022
  Southwestern Investment Advisory Services
  San Antonio, TX
• 04/2022 → 10/2022
  Gonzalez Wealth Team
  San Antonio, TN
• 11/2022 → Present
  Fidelity Investments
  San Antonio, TX
• 06/2018 → 07/2018
  Andy's Sprinkler & Drainage
  San Antonio, TX
• 06/2017 → 08/2017
  Favor Delivery
  College Station, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2021-04-30 → 2023-12-19
  Sagespring Wealth Partners
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-04-09
• S63 Uniform Securities Agent State Law Examination
  2020-05-12

Other Names

• Jacob H Washburn
• Jacob Hunter Washburn