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Jake Balsley

Strategic Advisers LLC

Covington, KY

Taylor Mill, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-04
TX RA APPROVED 2025-11-04
  • KY RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

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

Taylor Mill, KY • 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
Rockefeller Capital Management Cincinnati OH 11/2024 07/2025
The E.W. Scripps Company Cincinnati OH 05/2022 08/2023
Fidelity Investments Covington KY 09/2025 Present
Full Time Student Covington KY 08/2015 12/2024
Dicks Sporting Goods Lexington KY 08/2024 08/2024
Unemployed Covington KY 08/2025 09/2025
Kenton County Golf Course Independence KY 05/2020 06/2021
Unemployed Covington KY 09/2024 10/2024
  • 11/2024 → 07/2025
    Rockefeller Capital Management
    Cincinnati, OH
  • 05/2022 → 08/2023
    The E.W. Scripps Company
    Cincinnati, OH
  • 09/2025 → Present
    Fidelity Investments
    Covington, KY
  • 08/2015 → 12/2024
    Full Time Student
    Covington, KY
  • 08/2024 → 08/2024
    Dicks Sporting Goods
    Lexington, KY
  • 08/2025 → 09/2025
    Unemployed
    Covington, KY
  • 05/2020 → 06/2021
    Kenton County Golf Course
    Independence, KY
  • 09/2024 → 10/2024
    Unemployed
    Covington, KY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-30
  • S66 Uniform Combined State Law Examination
    2025-01-30

View on SEC IAPD

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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
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