Jacob Stephen Bramlitt

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

• 11/2021 → 11/2022
  Wholesale Nutrition
  Southaven, MS
• 03/2025 → 01/2026
  University Of Memphis
  Memphis, TN
• 08/2019 → 05/2020
  Northpoint Christian School
  Southaven, MS
• 01/2026 → Present
  Fidelity Investments
  Germantown, TN
• 12/2022 → 03/2025
  Confluent Strategies
  Memphis, TN
• 08/2007 → 05/2019
  Northpoint Christian School
  Southaven, MS
• 08/2021 → 11/2021
  Northwest Mississippi Community College
  Senatobia, MS
• 08/2020 → 05/2021
  Northpoint Christian School
  Southaven, MS
• 05/2021 → 08/2021
  Confluent Strategies
  Memphis, TN
• 05/2020 → 08/2020
  Confluent Strategies
  Memphis, TN
• 05/2019 → 08/2019
  Confluent Strategies
  Memphis, TN
• 10/2025 → 01/2026
  Uber Eats
  San Francisco, CA

Other Businesses

OBA-126600|OrgNmn:Uber|Org Addr:San Franci,California,US|OBA Nature:Uber eats food delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-06-26

Other Names

• Jacob Bramlitt