Jake Paul Sanclemente

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 05/2022
  White Apron Catering
  Dover, NH
• 05/2021 → 09/2021
  Tim Noonan Construction
  Rochester, NH
• 05/2020 → 03/2021
  Best Fitness Gym
  Nashua, NH
• 03/2019 → 08/2019
  The Friendly Toast
  Bedford, NH
• 03/2021 → 05/2021
  Home Depot
  Portsmouth, NH
• 05/2018 → 10/2018
  Hannaford Supermarkets
  Bedford, NH
• 05/2017 → 09/2019
  Shorty'S Mexican Roadhouse
  Bedford, NH
• 05/2022 → Present
  Fidelity Investments
  Merimack, NH
• 08/2019 → 05/2022
  University Of New Hampshire
  Durham, NH
• 08/2015 → 05/2019
  Bedford High School
  Bedford, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2023-08-11
• S63 Uniform Securities Agent State Law Examination
  2022-08-08