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Jacob Warren

Strategic Advisers LLC

Phoenix, AZ

Glendale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-11
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2026-03-11
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3240 East Camelback Road, Phoenix, AZ 85018-2335 • United States

Glendale, AZ • 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 Salt Lake City UT 05/2022 Present
Jpmorgan Chase Provo UT 06/2021 04/2022
Vasa Fitness Spanish Fork UT 01/2021 05/2021
Brigham Young University Provo UT 01/2020 01/2021
Kohl's Chico CA 10/2019 11/2019
The Church Of Jesus Christ Of Latter-Day Saints Mexico City 09/2017 09/2019
Hunter Drake Catering Chico CA 05/2017 09/2017
Matthews, Hutton & Warren Cpa's Paradise CA 03/2013 09/2017
Fidelity Investments Boston MA 03/2025 Present
Fidelity Brokerage Services Llc Phoenix AZ 03/2025 Present
Strategic Advisers Llc Phoeniz AZ 12/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2021 → 04/2022
    Jpmorgan Chase
    Provo, UT
  • 01/2021 → 05/2021
    Vasa Fitness
    Spanish Fork, UT
  • 01/2020 → 01/2021
    Brigham Young University
    Provo, UT
  • 10/2019 → 11/2019
    Kohl's
    Chico, CA
  • 09/2017 → 09/2019
    The Church Of Jesus Christ Of Latter-Day Saints
    Mexico City
  • 05/2017 → 09/2017
    Hunter Drake Catering
    Chico, CA
  • 03/2013 → 09/2017
    Matthews, Hutton & Warren Cpa's
    Paradise, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    Fidelity Brokerage Services Llc
    Phoenix, AZ
  • 12/2025 → Present
    Strategic Advisers Llc
    Phoeniz, AZ
Previous Registrations
  • 2023-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2023-10-18
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08
Other Names
  • Jacob Taylor Warren
  • Jake Warren
  • Jacob Warren

View on SEC IAPD

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Alyssa Shelton
Frank Iustin Mancuso

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EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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