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Jacob B. Baker

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

CRD 7672646

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-01-20
TX RA APPROVED 2026-01-16
  • UT RA
    APPROVED
    Since 2026-01-20
  • TX RA
    APPROVED
    Since 2026-01-16

Branch Locations

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Fidelity Investments Salt Lake City UT 12/2022 Present
Spitz Sugarhouse Salt Lake City UT 08/2016 01/2018
Dr. Jolly's Bend OR 08/2017 08/2017
Silver Fork Lodge & Restaurant Brighton UT 10/2017 10/2017
Backountry.cOm West Valley City UT 10/2017 11/2022
Lyft, Inc. Salt Lake City UT 05/2019 12/2022
  • 12/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2016 → 01/2018
    Spitz Sugarhouse
    Salt Lake City, UT
  • 08/2017 → 08/2017
    Dr. Jolly's
    Bend, OR
  • 10/2017 → 10/2017
    Silver Fork Lodge & Restaurant
    Brighton, UT
  • 10/2017 → 11/2022
    Backountry.cOm
    West Valley City, UT
  • 05/2019 → 12/2022
    Lyft, Inc.
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-13
S63 Uniform Securities Agent State Law Examination 2023-04-03
  • S66 Uniform Combined State Law Examination
    2026-01-13
  • S63 Uniform Securities Agent State Law Examination
    2023-04-03
Other Names
  • Jacob Bowman Baker
  • Jacob Baker

View on SEC IAPD

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