Jacob Wayne Wade

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

• 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

• S66 Uniform Combined State Law Examination
  2023-05-08

Other Names

• Jacob Wayne Wade
• Jake Wade
• Jacob Wade