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Jacob Wayne Dotson

Strategic Advisers LLC

Germantown, TN

Piperton, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • United States

Piperton, TN • 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
Charles Schwab Bank Germantown TN 05/2016 06/2023
Charles Schwab & Co., Inc. Germantown TN 05/2016 06/2023
Fidelity Investments Germantown TN 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 06/2023
    Charles Schwab Bank
    Germantown, TN
  • 05/2016 → 06/2023
    Charles Schwab & Co., Inc.
    Germantown, TN
  • 06/2023 → Present
    Fidelity Investments
    Germantown, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Germantown, TN
  • 2016-06-23 → 2023-06-20
    Charles Schwab & Co., Inc.
    Germantown, TN
  • 2015-06-04 → 2016-06-08
    Raymond James & Associates, Inc.
    Memphis, TN
  • 2013-10-29 → 2015-05-27
    Securian Financial Services, Inc.
    Germantown, TN
Other Businesses

OBA-131325|OrgNmn:Ridgewood Grove HOA |Org Addr:Piperton,Tennessee,US|OBA Nature:Neighborhood HOA association |Invst Rel:N|Title:Secretary |Duties:Taking Minutes for meetings, updating directories of residents, etc. |StrtDt:06-24-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-26
  • S66 Uniform Combined State Law Examination
    2013-09-26
Designations

View on SEC IAPD

Other Firms

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NEW SOUTHERN ADVISORY SERVICES
STUDDARD FINANCIAL, LLC
SOWELL MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC

Other Investors

Christopher Chea Stewart
GEORGE REYNOLDS HOWARD
JAMES EDWARD STEIGER
JEROME FRANKLIN
JERRY MCEWEN
IVAN JUAN RODRIGUEZ
BYRON LEE STUDDARD
William Brian Raiteri

Other Offices

CENTAURUS FINANCIAL, INC. · Germantown, TN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GERMANTOWN, TN
NEW SOUTHERN ADVISORY SERVICES · GERMANTOWN, TN
STUDDARD FINANCIAL, LLC · GERMANTOWN, TN
SOWELL MANAGEMENT · Germantown, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GERMANTOWN, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Germantown, TN
BROOKSTONE WEALTH ADVISORS, LLC · Germantown, TN

More in Germantown, TN

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