Jacob Oconner

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

• 07/2012 → 07/2017
  Grace Christian School
  Raleigh, NC
• 07/2016 → 12/2016
  Landscaping Construction Services
  Raleigh, NC
• 08/2017 → 12/2018
  Stitch Golf
  Apex, NC
• 02/2019 → 08/2019
  National Coatings & Supplies
  Raleigh, NC
• 09/2019 → 12/2019
  Holland Rent-All
  Raleigh, NC
• 03/2020 → 04/2021
  Westgate Chrysler Jeep Dodge Ram
  Raleigh, NC
• 04/2021 → 08/2021
  Grace Christian School
  Raleigh, NC
• 11/2021 → 03/2022
  Run Property Management
  Raleigh, NC
• 06/2022 → 07/2022
  Grace Christian School
  Raleigh, NC
• 07/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-04-18
• S63 Uniform Securities Agent State Law Examination
  2023-05-12

Other Names

• Jacob Edward Oconner
• Jacob Oconner