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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States

Miami, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 07/2020 06/2021
Coastal Carolina University Conway SC 08/2016 07/2017
Lowes Clemson SC 07/2017 10/2018
Southern Scapes Lawn And Services Central SC 10/2018 02/2021
Northwestern Mutual Greenville SC 12/2019 02/2020
Clemson University Clemson SC 08/2017 05/2020
Fidelity Investments Fort Lauderdale FL 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 06/2021
    Chandler, AZ
  • 08/2016 → 07/2017
    Coastal Carolina University
    Conway, SC
  • 07/2017 → 10/2018
    Lowes
    Clemson, SC
  • 10/2018 → 02/2021
    Southern Scapes Lawn And Services
    Central, SC
  • 12/2019 → 02/2020
    Northwestern Mutual
    Greenville, SC
  • 08/2017 → 05/2020
    Clemson University
    Clemson, SC
  • 07/2021 → Present
    Fidelity Investments
    Fort Lauderdale, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-90806|OrgNmn:Bull Commerce|Org Addr:Miami,Florida,US|OBA Nature:E-commerce, I use ebay and cra|Invst Rel:N|Title:Sole Proprietor|Duties:Product research, fulfilling orders|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-128707|OrgNmn:RecruitForge LLC|Org Addr:Miami,Florida,US|OBA Nature:Technology company providing A|Invst Rel:N|Title:Owner|Duties:Owner/Manager/oversight on the automation|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-22
  • S66 Uniform Combined State Law Examination
    2021-04-22
Other Names
  • Jacob Gardner
  • Jake Gardner
  • Jacob Hunter Gardner

View on SEC IAPD

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