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Jacob Scott Womble

Strategic Advisers LLC

Irving, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Irving, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Baylor University Waco TX 08/2015 05/2019
Marketsource, Inc Waco TX 01/2017 08/2017
Axa Advisors, Llc New York NY 11/2019 12/2019
Unemployed Waco TX 05/2019 11/2019
Purshe Kaplan Sterling Investments, Inc Albany NY 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 05/2019
    Baylor University
    Waco, TX
  • 01/2017 → 08/2017
    Marketsource, Inc
    Waco, TX
  • 11/2019 → 12/2019
    Axa Advisors, Llc
    New York, NY
  • 05/2019 → 11/2019
    Unemployed
    Waco, TX
  • 01/2020 → Present
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-13
S63 Uniform Securities Agent State Law Examination 2019-06-02
  • S66 Uniform Combined State Law Examination
    2021-09-13
  • S63 Uniform Securities Agent State Law Examination
    2019-06-02
Other Names
  • Jacob Womble

View on SEC IAPD

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