Jacob Clark Engel

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-07-14
OH	RA	APPROVED	2025-10-09

TX RA
APPROVED_RES

Since 2026-07-14
OH RA
APPROVED

Since 2025-10-09

Branch Locations

Cleveland, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • United States

3750 W Market St Unit A, Fairlawn, OH 44333-4803 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Westlake	OH	06/2025	Present
American Landscaping	Rockport	MA	05/2022	08/2022
Courtside Pizza	Athens	OH	08/2022	05/2023
Fidelity Investments	Danvers	MA	06/2023	08/2023
Rockport Public Schools	Rockport	MA	08/2014	05/2019
Ohio Univesity	Athens	OH	08/2021	05/2025
American Landscaping	Rockport	MA	05/2021	08/2021
Rockport High School	Rockport	MA	08/2019	05/2020
Courtside Pizza	Athens	OH	08/2023	05/2024
Rockport Inn & Suites	Rockport	MA	05/2019	08/2019
Rockport High School Student	Rockport	MA	08/2020	05/2021
Courtside Pizza	Athens	OH	08/2024	05/2025
American Landscaping	Rockport	MA	05/2020	08/2020
Fidelity Investments	Merrimack	NH	06/2024	08/2024

06/2025 → Present

Fidelity Investments

Westlake, OH
05/2022 → 08/2022

American Landscaping

Rockport, MA
08/2022 → 05/2023

Courtside Pizza

Athens, OH
06/2023 → 08/2023

Fidelity Investments

Danvers, MA
08/2014 → 05/2019

Rockport Public Schools

Rockport, MA
08/2021 → 05/2025

Ohio Univesity

Athens, OH
05/2021 → 08/2021

American Landscaping

Rockport, MA
08/2019 → 05/2020

Rockport High School

Rockport, MA
08/2023 → 05/2024

Courtside Pizza

Athens, OH
05/2019 → 08/2019

Rockport Inn & Suites

Rockport, MA
08/2020 → 05/2021

Rockport High School Student

Rockport, MA
08/2024 → 05/2025

Courtside Pizza

Athens, OH
05/2020 → 08/2020

American Landscaping

Rockport, MA
06/2024 → 08/2024

Fidelity Investments

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-02

S66 Uniform Combined State Law Examination

2025-10-02

Other Names

Jacob Engel