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Jacob Frederick Gilreath

Strategic Advisers LLC

Cincinnati, OH

Independence, 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 2025-12-17
OH RA APPROVED 2025-12-17
  • KY RA
    APPROVED
    Since 2025-12-17
  • OH RA
    APPROVED
    Since 2025-12-17

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Independence, 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
Unemployment Alexandria KY 08/2017 11/2017
Snappy Tomato Pizza Walton KY 05/2021 08/2021
Fidelity Investments Cincinnati OH 08/2025 Present
Fidelity Investments Covington KY 08/2023 08/2025
Bishop Brossart High School Alexandria KY 05/2016 08/2017
Skyline Chili Taylor Mill KY 11/2017 08/2023
University Of Cincinnati Cincinnati OH 08/2019 05/2020
Northern Kentucky University Highland Heights KY 08/2020 05/2021
University Of Cincinnati Cincinnati OH 05/2021 08/2024
  • 08/2017 → 11/2017
    Unemployment
    Alexandria, KY
  • 05/2021 → 08/2021
    Snappy Tomato Pizza
    Walton, KY
  • 08/2025 → Present
    Fidelity Investments
    Cincinnati, OH
  • 08/2023 → 08/2025
    Fidelity Investments
    Covington, KY
  • 05/2016 → 08/2017
    Bishop Brossart High School
    Alexandria, KY
  • 11/2017 → 08/2023
    Skyline Chili
    Taylor Mill, KY
  • 08/2019 → 05/2020
    University Of Cincinnati
    Cincinnati, OH
  • 08/2020 → 05/2021
    Northern Kentucky University
    Highland Heights, KY
  • 05/2021 → 08/2024
    University Of Cincinnati
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-09
  • S66 Uniform Combined State Law Examination
    2025-12-09
Other Names
  • Jake Gilreath
  • Jacob Gilreath

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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