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Jacob Mccoy

Strategic Advisers LLC

Covington, KY

Alexandria, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Alexandria, KY • 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
Fidelity Investments Covington KY 10/2021 Present
Citibank Florence KY 11/2020 10/2021
Abigail Street Cincinnati OH 05/2018 03/2020
Unemployed Cincinnati OH 03/2020 11/2020
Americano Burger Bar Cincinnati OH 11/2017 06/2018
Bardenay Restaurant Boise ID 03/2017 09/2017
Unemployed Charleston SC 06/2016 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Covington, KY
  • 11/2020 → 10/2021
    Citibank
    Florence, KY
  • 05/2018 → 03/2020
    Abigail Street
    Cincinnati, OH
  • 03/2020 → 11/2020
    Unemployed
    Cincinnati, OH
  • 11/2017 → 06/2018
    Americano Burger Bar
    Cincinnati, OH
  • 03/2017 → 09/2017
    Bardenay Restaurant
    Boise, ID
  • 06/2016 → 03/2017
    Unemployed
    Charleston, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-28
  • S66 Uniform Combined State Law Examination
    2022-02-28
Other Names
  • Jacob Marion Mccoy
  • Jacob Mccoy

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
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PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
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