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Jacob Routh

Strategic Advisers LLC

Winston-Salem, NC

Winston-Salem, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-27
NC RA APPROVED 2025-07-21
  • TX RA
    APPROVED
    Since 2025-10-27
  • NC RA
    APPROVED
    Since 2025-07-21

Branch Locations

Winston-Salem, NC • United States

380 Knollwood St Suite 740, Winston-Salem, NC 27103-1840 • 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
State Employees Credit Union Winston Salem NC 03/2022 06/2022
Instacart Winston Salem NC 08/2020 09/2022
Shipt Winston Salem NC 08/2020 08/2022
Harris Teeter Winston Salem NC 08/2020 12/2020
Laurel Ridge Camp And Conference Laurel Springs NC 05/2019 08/2020
Chick Fil A Winston Salem NC 02/2020 03/2020
Mount Tabor High School Winston Salem NC 08/2014 06/2018
Forsyth Tech Winston Salem NC 12/2017 08/2019
Appalachian State Boone NC 08/2019 01/2022
Fidelity Investments Durham NC 09/2022 Present
  • 03/2022 → 06/2022
    State Employees Credit Union
    Winston Salem, NC
  • 08/2020 → 09/2022
    Instacart
    Winston Salem, NC
  • 08/2020 → 08/2022
    Shipt
    Winston Salem, NC
  • 08/2020 → 12/2020
    Harris Teeter
    Winston Salem, NC
  • 05/2019 → 08/2020
    Laurel Ridge Camp And Conference
    Laurel Springs, NC
  • 02/2020 → 03/2020
    Chick Fil A
    Winston Salem, NC
  • 08/2014 → 06/2018
    Mount Tabor High School
    Winston Salem, NC
  • 12/2017 → 08/2019
    Forsyth Tech
    Winston Salem, NC
  • 08/2019 → 01/2022
    Appalachian State
    Boone, NC
  • 09/2022 → Present
    Fidelity Investments
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-21
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2025-04-21
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • Jacob Andrew Routh
  • Jacob Routh

View on SEC IAPD

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