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Jake Gary Borchard

Strategic Advisers LLC

Greenwood Village, CO

Centennial, 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 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Centennial, CO • 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
Lariat Lodge Brewing Evergreen CO 06/2020 08/2020
Pi Beta Phi Eugene OR 04/2019 08/2020
Hiwan Golf Club Evergreen CO 06/2016 10/2019
University Of Oregon Eugene OR 09/2017 04/2019
University Of Oregon Eugene OR 03/2020 06/2020
Unemployed Englewood CO 08/2020 12/2021
Fidelity Investments Greenwood Village CO 01/2022 Present
Conifer High School Conifer CO 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 08/2020
    Lariat Lodge Brewing
    Evergreen, CO
  • 04/2019 → 08/2020
    Pi Beta Phi
    Eugene, OR
  • 06/2016 → 10/2019
    Hiwan Golf Club
    Evergreen, CO
  • 09/2017 → 04/2019
    University Of Oregon
    Eugene, OR
  • 03/2020 → 06/2020
    University Of Oregon
    Eugene, OR
  • 08/2020 → 12/2021
    Unemployed
    Englewood, CO
  • 01/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2013 → 05/2017
    Conifer High School
    Conifer, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-07
  • S66 Uniform Combined State Law Examination
    2022-06-07

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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