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Jacob Mcshane

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, UT • 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
San Diego State University San Diego CA 08/2021 05/2022
Copper Kitchen Holladay UT 05/2019 03/2020
University Guest House Salt Lake City UT 08/2017 05/2018
Fidelity Investments Salt Lake City UT 06/2022 Present
University Of Utah Salt Lake City UT 08/2016 05/2020
Utah Attorney General's Office Salt Lake City UT 05/2017 08/2017
Unemployed Salt Lake City UT 05/2020 08/2021
Fiction International San Diego CA 08/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 05/2022
    San Diego State University
    San Diego, CA
  • 05/2019 → 03/2020
    Copper Kitchen
    Holladay, UT
  • 08/2017 → 05/2018
    University Guest House
    Salt Lake City, UT
  • 06/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2016 → 05/2020
    University Of Utah
    Salt Lake City, UT
  • 05/2017 → 08/2017
    Utah Attorney General's Office
    Salt Lake City, UT
  • 05/2020 → 08/2021
    Unemployed
    Salt Lake City, UT
  • 08/2021 → 05/2022
    Fiction International
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
S63 Uniform Securities Agent State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2023-05-25
  • S63 Uniform Securities Agent State Law Examination
    2022-09-30
Other Names
  • Jacob Raymond Mcshane
  • Jacob Mcshane

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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