Best Investors Account Sign in

Jacob Ryan Curtis

Strategic Advisers LLC

Westlake, TX

Grapevine, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Grapevine, TX • 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
Goosehead Insurance Las Colinas TX 06/2022 10/2022
Unemployed Highland Village TX 05/2022 06/2022
University Of Arkansas Fayetteville AR 11/2021 05/2022
Kappa Alpha Order Fayetteville AR 11/2020 11/2021
University Of Arkansas Fayetteville AR 09/2020 11/2020
Kappa Alpha Order Fayetteville AR 01/2020 09/2020
University Of Arkansas Fayetteville AR 08/2018 01/2020
Jamba Juice Highland Village TX 04/2017 08/2018
Flower Mound Marcus Hs Flower Mound TX 08/2014 05/2018
Fidelity Investments Westlake TX 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 10/2022
    Goosehead Insurance
    Las Colinas, TX
  • 05/2022 → 06/2022
    Unemployed
    Highland Village, TX
  • 11/2021 → 05/2022
    University Of Arkansas
    Fayetteville, AR
  • 11/2020 → 11/2021
    Kappa Alpha Order
    Fayetteville, AR
  • 09/2020 → 11/2020
    University Of Arkansas
    Fayetteville, AR
  • 01/2020 → 09/2020
    Kappa Alpha Order
    Fayetteville, AR
  • 08/2018 → 01/2020
    University Of Arkansas
    Fayetteville, AR
  • 04/2017 → 08/2018
    Jamba Juice
    Highland Village, TX
  • 08/2014 → 05/2018
    Flower Mound Marcus Hs
    Flower Mound, TX
  • 11/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
S63 Uniform Securities Agent State Law Examination 2023-07-17
  • S66 Uniform Combined State Law Examination
    2023-12-18
  • S63 Uniform Securities Agent State Law Examination
    2023-07-17
Other Names
  • Jacob Ryan Curtis
  • Jacob Curtis

View on SEC IAPD

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor