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Jacob Kohls

Strategic Advisers LLC

Covington, KY

Alexandria, 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 2025-10-24
TX RA APPROVED 2025-10-24
  • KY RA
    APPROVED
    Since 2025-10-24
  • TX RA
    APPROVED
    Since 2025-10-24

Branch Locations

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

Alexandria, 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
Walmart Fort Wright KY 11/2020 12/2020
Fidelity Investments Covington KY 06/2025 Present
Western Kentucky University Bowling Green KY 06/2020 05/2021
Alfrod Roofing Melbourne KY 03/2020 04/2020
Bishop Brossart High School Alexandria KY 08/2016 05/2020
Fidelity Investments Covington KY 11/2024 06/2025
University Of Cincinnati Cincinnati OH 05/2021 05/2024
Jpk Savings Llc Alexandria KY 03/2023 05/2025
  • 11/2020 → 12/2020
    Walmart
    Fort Wright, KY
  • 06/2025 → Present
    Fidelity Investments
    Covington, KY
  • 06/2020 → 05/2021
    Western Kentucky University
    Bowling Green, KY
  • 03/2020 → 04/2020
    Alfrod Roofing
    Melbourne, KY
  • 08/2016 → 05/2020
    Bishop Brossart High School
    Alexandria, KY
  • 11/2024 → 06/2025
    Fidelity Investments
    Covington, KY
  • 05/2021 → 05/2024
    University Of Cincinnati
    Cincinnati, OH
  • 03/2023 → 05/2025
    Jpk Savings Llc
    Alexandria, KY
Other Businesses

OBA-120232|OrgNmn:JPK SAVING LLC|Org Addr:ALEXANDRIA,Kentucky,US|OBA Nature:A retail/E-commerce Business f|Invst Rel:N|Title:Owner|Duties:No obligations, not currently functioning |StrtDt:03-30-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-08
  • S66 Uniform Combined State Law Examination
    2025-10-08
Other Names
  • Jake Kohls
  • Jacob Kohls
  • Jacob Paul Kohls

View on SEC IAPD

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Other Investors

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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