Ryan Jacobs

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 06/2024
  University Of North Carolina, Wilmington
  Wilmington, NC
• 06/2019 → 07/2020
  Yard-Nique Landscaping
  Morrisville, NC
• 08/2015 → 06/2019
  Athens Drive High School
  Raleigh, NC
• 07/2020 → 07/2021
  Lowe'S Home Improvement
  Cary, NC
• 02/2026 → Present
  Fidelity Investments
  Raleigh, NC
• 08/2025 → 02/2026
  La Terrazza
  Raleigh, NC
• 01/2022 → 06/2025
  Pizzetta'S Pizzeria
  Leland, NC
• 01/2026 → 01/2026
  Equitable Advisors
  Raleigh, NC
• 07/2025 → 08/2025
  Unemployed
  Raleigh, NC
• 08/2019 → 06/2021
  University Of North Carolina, Charlotte
  Charlotte, NC

Previous Registrations

• 2026-01-05 → 2026-01-20
  Equitable Advisors, Llc
  Raleigh, NC
  Charlotte, NC

Other Businesses

OBA-127669|OrgNmn:La Terrazza|Org Addr:Raleigh,North Caro,US|OBA Nature:Restaurant|Invst Rel:N|Title:Bartender|Duties:Use customer service skills to serve and take care of customers' needs in the restaurant.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-10-27