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Jacob Sanford

Strategic Advisers LLC

Covington, KY

Morrow, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Morrow, OH • 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
Fidelity Brokerage Services Covington KY 12/2019 Present
Fidelity Investments Institutional Operating Company Covington KY 06/2019 12/2019
Veritude Inc Covington KY 12/2018 06/2019
Cooper Electric Cincinnati OH 08/2018 10/2018
Roberthalf Staffing Cincinnati OH 01/2018 06/2018
University Of Cincinnati Cincinnati OH 08/2014 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-14
  • S66 Uniform Combined State Law Examination
    2020-05-14
Other Names
  • Jacob Scott Sanford
  • Jacob Sanford

View on SEC IAPD

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ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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