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Jacob Silver

Strategic Advisers LLC

Newbury Park, CA

Thousand Oaks, CA

CRD 8182778

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-02
  • CA RA
    APPROVED
    Since 2026-03-02

Branch Locations

Newbury Park, CA • United States

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • 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
Fidelity Investments Thousand Oaks CA 10/2025 Present
Appleone Employment Services Thousand Oaks CA 05/2021 03/2022
Archon Capital Investments Cleveland OH 10/2019 08/2020
Unemployed Thousand Oaks CA 08/2025 10/2025
Caliber Collision Santa Barbara CA 01/2021 05/2021
Progressive Thousand Oaks CA 05/2022 08/2025
Unemployed Thousand Oaks CA 03/2022 05/2022
Geico Camarillo CA 10/2015 10/2019
Unemployed Ventura CA 08/2020 01/2021
  • 10/2025 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 05/2021 → 03/2022
    Appleone Employment Services
    Thousand Oaks, CA
  • 10/2019 → 08/2020
    Archon Capital Investments
    Cleveland, OH
  • 08/2025 → 10/2025
    Unemployed
    Thousand Oaks, CA
  • 01/2021 → 05/2021
    Caliber Collision
    Santa Barbara, CA
  • 05/2022 → 08/2025
    Progressive
    Thousand Oaks, CA
  • 03/2022 → 05/2022
    Unemployed
    Thousand Oaks, CA
  • 10/2015 → 10/2019
    Geico
    Camarillo, CA
  • 08/2020 → 01/2021
    Unemployed
    Ventura, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
  • S66 Uniform Combined State Law Examination
    2026-02-23

View on SEC IAPD

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