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Shaun Jacobs

Strategic Advisers LLC

Jacksonville, Fl, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Jacksonville, Fl, FL • United States

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • 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
Boxlunch Brandon FL 04/2016 11/2016
Target Brandon FL 11/2016 06/2017
Boxlunch Brandon FL 06/2017 08/2017
Bulknation Brandon FL 08/2017 11/2017
Ihop Riverview FL 11/2017 05/2018
Marshalls Tallahassee FL 08/2018 06/2019
Glory Days Grill Tallahassee FL 06/2019 09/2019
Marcos Pizza Tallahassee FL 02/2020 04/2021
Aflac Jacksonville FL 04/2021 04/2021
Amazon Jacksonville FL 05/2021 05/2021
Enterprise Rent A Car Jacksonville FL 06/2021 08/2022
Fidelity Investments Jacksonville FL 08/2022 Present
University Of South Florida Valrico FL 08/2016 06/2017
Hillsborough Community College Valrico FL 06/2017 04/2018
Florida State University Tallahassee FL 05/2018 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 11/2016
    Boxlunch
    Brandon, FL
  • 11/2016 → 06/2017
    Target
    Brandon, FL
  • 06/2017 → 08/2017
    Boxlunch
    Brandon, FL
  • 08/2017 → 11/2017
    Bulknation
    Brandon, FL
  • 11/2017 → 05/2018
    Ihop
    Riverview, FL
  • 08/2018 → 06/2019
    Marshalls
    Tallahassee, FL
  • 06/2019 → 09/2019
    Glory Days Grill
    Tallahassee, FL
  • 02/2020 → 04/2021
    Marcos Pizza
    Tallahassee, FL
  • 04/2021 → 04/2021
    Aflac
    Jacksonville, FL
  • 05/2021 → 05/2021
    Amazon
    Jacksonville, FL
  • 06/2021 → 08/2022
    Enterprise Rent A Car
    Jacksonville, FL
  • 08/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2016 → 06/2017
    University Of South Florida
    Valrico, FL
  • 06/2017 → 04/2018
    Hillsborough Community College
    Valrico, FL
  • 05/2018 → 04/2021
    Florida State University
    Tallahassee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-17
  • S66 Uniform Combined State Law Examination
    2023-04-17
Other Names
  • Shaun Michael Jacobs
  • Shaun Jacobs

View on SEC IAPD

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