Jacob Ryan Curtis

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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