Jacob Rea

Strategic Advisers LLC

Greenwood Village, CO

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-06-06
TX	RA	APPROVED	2026-06-06

CO RA
APPROVED

Since 2026-06-06
TX RA
APPROVED

Since 2026-06-06

Branch Locations

Lakewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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

Organization	City	State	From	To
Vectra Bank	Wheat Ridge	CO	05/2024	08/2024
Heather Gardens	Aurora	CO	08/2020	01/2021
Unemployed	Denver	CO	01/2021	08/2021
Red Rocks Country Club	Morisson	CO	08/2021	09/2025
Smoky Hill High School	Aurora	CO	08/2017	05/2021
Fidelity Investments	Greenwood Village	CO	10/2025	Present
Laredo Middle School	Aurora	CO	08/2014	05/2017
Unemployed	Aurora	CO	05/2017	08/2017

05/2024 → 08/2024

Vectra Bank

Wheat Ridge, CO
08/2020 → 01/2021

Heather Gardens

Aurora, CO
01/2021 → 08/2021

Unemployed

Denver, CO
08/2021 → 09/2025

Red Rocks Country Club

Morisson, CO
08/2017 → 05/2021

Smoky Hill High School

Aurora, CO
10/2025 → Present

Fidelity Investments

Greenwood Village, CO
08/2014 → 05/2017

Laredo Middle School

Aurora, CO
05/2017 → 08/2017

Unemployed

Aurora, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-01

S66 Uniform Combined State Law Examination

2026-05-01

View on SEC IAPD

More in Lakewood, CO

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor