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Jacob E Rather

Strategic Advisers LLC

Parker, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Parker, CO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Littleton CO 11/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2007 → Present
    Fidelity Investments
    Littleton, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Parker, CO
  • 2007-12-20 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Denver, CO
    Denver, CO
    Ne Tree, CO
    Englewood, CO
    Lone Tree, CO
    Parker, CO
  • 2007-02-05 → 2007-11-08
    Td Ameritrade, Inc.
    Fort Worth, TX
    Austin, TX
  • 2007-02-05 → 2007-11-08
    Td Ameritrade Investment Management, Llc
    Austin, TX
Other Businesses

OBA-9798|OrgNmn:Jacob Rather|Org Addr:Auora/Wint,Colorado,US|OBA Nature:I own two investment propertie|Invst Rel:Y|Title:Investment property|Duties:Owner/landlord|StrtDt:10-06-17|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-02
S63 Uniform Securities Agent State Law Examination 2006-03-13
  • S66 Uniform Combined State Law Examination
    2007-02-02
  • S63 Uniform Securities Agent State Law Examination
    2006-03-13
Other Names
  • Jacob Edward Rather
  • Jacob E Rather
  • Jacob Rather

View on SEC IAPD

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