Best Investors Account Sign in

Jacob Kaufman

Strategic Advisers LLC

Indianapolis, IN

Westfield, IN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States

Westfield, IN • 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
Ball State University Muncie IN 08/2018 05/2022
Praxis Consulting Muncie IN 08/2020 02/2021
Sycamore Hills Golf Club Fort Wayne IN 06/2018 08/2022
Regal Cinemas Fort Wayne IN 09/2016 02/2017
R Nelson Snider High School Fort Wayne IN 02/2017 06/2018
R Nelson Snider High School Fort Wayne IN 01/2012 09/2016
The Tranel Group Libertyville IL 09/2022 12/2022
Money Concepts Libertyville IL 01/2023 08/2023
Fidelity Investments Indianapolis IN 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 05/2022
    Ball State University
    Muncie, IN
  • 08/2020 → 02/2021
    Praxis Consulting
    Muncie, IN
  • 06/2018 → 08/2022
    Sycamore Hills Golf Club
    Fort Wayne, IN
  • 09/2016 → 02/2017
    Regal Cinemas
    Fort Wayne, IN
  • 02/2017 → 06/2018
    R Nelson Snider High School
    Fort Wayne, IN
  • 01/2012 → 09/2016
    R Nelson Snider High School
    Fort Wayne, IN
  • 09/2022 → 12/2022
    The Tranel Group
    Libertyville, IL
  • 01/2023 → 08/2023
    Money Concepts
    Libertyville, IL
  • 08/2023 → Present
    Fidelity Investments
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
  • 2023-03-20 → 2023-07-10
    Money Concepts Capital Corp
    Wilmington, NC
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
  • S66 Uniform Combined State Law Examination
    2023-03-17
Other Names
  • Jacob Matthew Kaufman

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor