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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-03
TX RA APPROVED 2025-03-31
  • ID RA
    APPROVED
    Since 2026-06-03
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States

Meridian, ID • 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
Woods Coffee Edmonds WA 02/2021 02/2023
New York Life Insurance Company Bellevue WA 06/2022 09/2022
Hollister / Abercrombie And Fitch Lynnwood WA 07/2018 06/2020
Unemployed Unemployed WA 07/2020 02/2021
Chickfila Bothell WA 10/2017 05/2018
Inglemoor High School Kenmore WA 09/2016 06/2019
Kenmore Junior High Kenmore WA 09/2013 09/2016
Fidelity Investments Seattle WA 03/2023 Present
Grand Canyon University Phoenix AZ 09/2019 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 02/2023
    Woods Coffee
    Edmonds, WA
  • 06/2022 → 09/2022
    New York Life Insurance Company
    Bellevue, WA
  • 07/2018 → 06/2020
    Hollister / Abercrombie And Fitch
    Lynnwood, WA
  • 07/2020 → 02/2021
    Unemployed
    Unemployed, WA
  • 10/2017 → 05/2018
    Chickfila
    Bothell, WA
  • 09/2016 → 06/2019
    Inglemoor High School
    Kenmore, WA
  • 09/2013 → 09/2016
    Kenmore Junior High
    Kenmore, WA
  • 03/2023 → Present
    Fidelity Investments
    Seattle, WA
  • 09/2019 → 04/2020
    Grand Canyon University
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-05
  • S66 Uniform Combined State Law Examination
    2023-06-05
Other Names
  • Jake Burrow
  • Jacob Matthew Burrow

View on SEC IAPD

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