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Lake Jacobs

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-12-23
TX RA APPROVED 2025-12-22
  • UT RA
    APPROVED
    Since 2025-12-23
  • TX RA
    APPROVED
    Since 2025-12-22

Branch Locations

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Cowabunga Bay Water Park Draper UT 05/2018 04/2019
Max Property Maintenance Draper UT 05/2019 10/2019
Corner Bakery Cafe Salt Lake City UT 09/2020 03/2021
Lowe'S Salt Lake City UT 04/2021 04/2023
Dick'S Sporting Goods American Fork UT 11/2019 03/2020
Fidelity Investments Salt Lake City UT 07/2025 Present
Sonic Drive-In American Fork UT 04/2020 08/2020
Juan Diego Catholic High School Draper UT 08/2016 04/2018
Unifi Aviation Salt Lake City UT 05/2023 07/2025
  • 05/2018 → 04/2019
    Cowabunga Bay Water Park
    Draper, UT
  • 05/2019 → 10/2019
    Max Property Maintenance
    Draper, UT
  • 09/2020 → 03/2021
    Corner Bakery Cafe
    Salt Lake City, UT
  • 04/2021 → 04/2023
    Lowe'S
    Salt Lake City, UT
  • 11/2019 → 03/2020
    Dick'S Sporting Goods
    American Fork, UT
  • 07/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2020 → 08/2020
    Sonic Drive-In
    American Fork, UT
  • 08/2016 → 04/2018
    Juan Diego Catholic High School
    Draper, UT
  • 05/2023 → 07/2025
    Unifi Aviation
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-11
  • S66 Uniform Combined State Law Examination
    2025-12-11
Other Names
  • Lake Jacobs
  • Lake Leland Jacobs

View on SEC IAPD

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