Jacob Sanford

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

• 12/2019 → Present
  Fidelity Brokerage Services
  Covington, KY
• 06/2019 → 12/2019
  Fidelity Investments Institutional Operating Company
  Covington, KY
• 12/2018 → 06/2019
  Veritude Inc
  Covington, KY
• 08/2018 → 10/2018
  Cooper Electric
  Cincinnati, OH
• 01/2018 → 06/2018
  Roberthalf Staffing
  Cincinnati, OH
• 08/2014 → 12/2017
  University Of Cincinnati
  Cincinnati, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

OBA-124056|OrgNmn:Tough Total Site Development LLC|Org Addr:GOSHEN,Ohio,US|OBA Nature:land clean up, brush removal, |Invst Rel:N|Title:Partner|Duties:passive member, providing financial backing and oversight, allows me to rent equipment for personal use|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-05-14

Other Names

• Jacob Scott Sanford
• Jacob Sanford