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Jake Terhune

Strategic Advisers LLC

New York City, NY

Morristown, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

Morristown, NJ • 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
Bank Of America, N.A. Pennington NJ 05/2015 07/2020
Fidelity Investmenst New York City NY 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 07/2020
    Bank Of America, N.A.
    Pennington, NJ
  • 07/2020 → Present
    Fidelity Investmenst
    New York City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-21
  • S66 Uniform Combined State Law Examination
    2015-05-21
Other Names
  • Jake Francis Terhune
  • Jake Terhune

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY
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CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
GALLAGHER SECURITIES, INC · NEW YORK, NY
GALLAGHER FIDUCIARY ADVISORS, LLC · New York, NY
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