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Jacob Rotner

Strategic Advisers LLC

Scottsdale, AZ

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-14
AZ RA APPROVED 2025-09-25
  • TX RA
    APPROVED
    Since 2026-04-14
  • AZ RA
    APPROVED
    Since 2025-09-25

Branch Locations

Scottsdale, AZ • United States

3240 East Camelback Road, Phoenix, AZ 85018-2335 • 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
Kona Ice Johnstown CO 05/2022 08/2022
Fidelity Investments Scottsdale AZ 06/2024 08/2024
Fidelity Investments Tucson AZ 08/2024 05/2025
Kona Ice Johnstown CO 05/2021 08/2021
University Of Arizona Tucson AZ 08/2021 05/2022
Kona Ice Johnstown CO 05/2019 08/2019
Fidelity Brokerage Services Llc Scottsdale AZ 06/2025 Present
University Of Arizona Tucson AZ 08/2022 05/2023
Fossil Ridge High School Fort Collins CO 08/2016 05/2017
Scheels Johnstown CO 11/2020 01/2021
Kona Ice Johnstown CO 05/2018 08/2018
Kona Ice Johnstown CO 05/2017 08/2017
University Of Arizona Tucson AZ 08/2023 05/2024
Kona Ice Johnstown CO 05/2023 08/2023
University Of Arizona Tucson AZ 08/2017 05/2018
University Of Arizona Tucson AZ 08/2018 05/2019
Kona Ice Johnstown CO 05/2020 08/2020
University Of Arizona Tucson AZ 08/2019 05/2020
University Of Arizona Tucson AZ 08/2020 05/2021
Strategic Advisers Llc Scottsdale AZ 09/2025 Present
  • 05/2022 → 08/2022
    Kona Ice
    Johnstown, CO
  • 06/2024 → 08/2024
    Fidelity Investments
    Scottsdale, AZ
  • 08/2024 → 05/2025
    Fidelity Investments
    Tucson, AZ
  • 05/2021 → 08/2021
    Kona Ice
    Johnstown, CO
  • 08/2021 → 05/2022
    University Of Arizona
    Tucson, AZ
  • 05/2019 → 08/2019
    Kona Ice
    Johnstown, CO
  • 06/2025 → Present
    Fidelity Brokerage Services Llc
    Scottsdale, AZ
  • 08/2022 → 05/2023
    University Of Arizona
    Tucson, AZ
  • 08/2016 → 05/2017
    Fossil Ridge High School
    Fort Collins, CO
  • 11/2020 → 01/2021
    Scheels
    Johnstown, CO
  • 05/2018 → 08/2018
    Kona Ice
    Johnstown, CO
  • 05/2017 → 08/2017
    Kona Ice
    Johnstown, CO
  • 08/2023 → 05/2024
    University Of Arizona
    Tucson, AZ
  • 05/2023 → 08/2023
    Kona Ice
    Johnstown, CO
  • 08/2017 → 05/2018
    University Of Arizona
    Tucson, AZ
  • 08/2018 → 05/2019
    University Of Arizona
    Tucson, AZ
  • 05/2020 → 08/2020
    Kona Ice
    Johnstown, CO
  • 08/2019 → 05/2020
    University Of Arizona
    Tucson, AZ
  • 08/2020 → 05/2021
    University Of Arizona
    Tucson, AZ
  • 09/2025 → Present
    Strategic Advisers Llc
    Scottsdale, AZ
Other Businesses

OBA-129608|OrgNmn:Freelance Website Design|Org Addr:Scottsdale,Arizona,US|OBA Nature:Designing websites for busines|Invst Rel:N|Title:Independent Contractor|Duties:Help design the websites as well as work with the outside businesses on website needs|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
  • S66 Uniform Combined State Law Examination
    2025-08-28
Other Names
  • Jacob Rotner
  • Jacob Daniel Rotner

View on SEC IAPD

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