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Jacob Samuels

Strategic Advisers LLC

Durham, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Durham, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Gerson Lehrman Group New York NY 10/2021 12/2021
Camden Property Trust Raleigh NC 10/2020 01/2022
Daly Seven Inc Durham NC 04/2018 10/2020
Fidelity Investments Durham NC 01/2022 Present
Appalachian State University Boone NC 05/2016 12/2017
Chetola Lodge And Resort Blowing Rock NC 07/2017 12/2017
Twigs Restaurant And Bar Blowing Rock NC 05/2017 07/2017
Island Hospitality Group Chapel Hill NC 12/2017 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 12/2021
    Gerson Lehrman Group
    New York, NY
  • 10/2020 → 01/2022
    Camden Property Trust
    Raleigh, NC
  • 04/2018 → 10/2020
    Daly Seven Inc
    Durham, NC
  • 01/2022 → Present
    Fidelity Investments
    Durham, NC
  • 05/2016 → 12/2017
    Appalachian State University
    Boone, NC
  • 07/2017 → 12/2017
    Chetola Lodge And Resort
    Blowing Rock, NC
  • 05/2017 → 07/2017
    Twigs Restaurant And Bar
    Blowing Rock, NC
  • 12/2017 → 04/2018
    Island Hospitality Group
    Chapel Hill, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
  • S66 Uniform Combined State Law Examination
    2022-05-26
Other Names
  • Jacob Lucas Samuels
  • Jake Samuels
  • Jacob Samuels

View on SEC IAPD

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