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Jacob Wayne Wade

Strategic Advisers LLC

La Porte, TX

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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

La Porte, 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
Schraad Sales And Marketing Houston TX 09/2020 01/2023
Advantage Solutions Houston TX 06/2017 09/2020
Acosta Sales And Marketing Houston TX 08/2011 06/2017
Fidelity Investments Friendswood TX 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 01/2023
    Schraad Sales And Marketing
    Houston, TX
  • 06/2017 → 09/2020
    Advantage Solutions
    Houston, TX
  • 08/2011 → 06/2017
    Acosta Sales And Marketing
    Houston, TX
  • 01/2023 → Present
    Fidelity Investments
    Friendswood, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Friendswood, TX
Other Businesses

OBA-95656|OrgNmn:Mawa Group|Org Addr:Deer Park,Texas,US|OBA Nature:Airbnb rentals|Invst Rel:Y|Title:owner of the property.|Duties:help manage the property|StrtDt:07-17-21|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-08
  • S66 Uniform Combined State Law Examination
    2023-05-08
Other Names
  • Jacob Wayne Wade
  • Jake Wade
  • Jacob Wade

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Kasadi Brianne New
Daniel Zachary Hodge
Eric Shay Gibson
Kara Dawn Theriot
THOMAS JAMES O'NEILL-CHAMBERS
William Norfolk
Matthew David Spradley
KALEB KRISTOFER JONES

Other Offices

EDWARD JONES · LA PORTE, TX
EDWARD JONES · LA PORTE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Pasadena, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Pasadena, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Deer Park, TX
EDWARD JONES · DEER PARK, TX
LIFESTYLE ASSET MANAGEMENT, INC. · Deer Park, TX
J.P. MORGAN SECURITIES LLC · PASADENA, TX

More in La Porte, TX

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