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Jacob Numainville

Strategic Advisers LLC

Roseville, CA

Roseville, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Roseville, CA • United States

Roseville, CA • 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
Healdsburg High School Healdsburg CA 08/2014 06/2018
Washington State University Pullman WA 08/2018 05/2022
Healdsburg Swim Center Healdsburg CA 06/2015 09/2016
Diavola Pizzeria & Salumeria Geyserville CA 10/2016 08/2018
Campo Fina Healdsburg CA 05/2019 08/2019
Master The World San Mateo CA 04/2020 07/2020
Vantage Marketing Worcester MD 05/2021 08/2021
Montage Healdsburg Healdsburg CA 06/2022 10/2022
Equitable Advisors, Llc New York NY 10/2022 08/2023
Fidelity Investments Westlake TX 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 06/2018
    Healdsburg High School
    Healdsburg, CA
  • 08/2018 → 05/2022
    Washington State University
    Pullman, WA
  • 06/2015 → 09/2016
    Healdsburg Swim Center
    Healdsburg, CA
  • 10/2016 → 08/2018
    Diavola Pizzeria & Salumeria
    Geyserville, CA
  • 05/2019 → 08/2019
    Campo Fina
    Healdsburg, CA
  • 04/2020 → 07/2020
    Master The World
    San Mateo, CA
  • 05/2021 → 08/2021
    Vantage Marketing
    Worcester, MD
  • 06/2022 → 10/2022
    Montage Healdsburg
    Healdsburg, CA
  • 10/2022 → 08/2023
    Equitable Advisors, Llc
    New York, NY
  • 09/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Healdsburg, CA
  • 2023-03-27 → 2023-08-15
    Equitable Advisors, Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-24
S63 Uniform Securities Agent State Law Examination 2023-01-23
  • S66 Uniform Combined State Law Examination
    2023-03-24
  • S63 Uniform Securities Agent State Law Examination
    2023-01-23

View on SEC IAPD

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