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Jacob Benjamin Zilles

Strategic Advisers LLC

Durham, NC

Morrisville, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Morrisville, NC • 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
Tin Roof Raleigh Raleigh NC 04/2021 01/2023
Doordash, Inc. Raleigh NC 04/2020 03/2021
Pool Professionals Durham NC 05/2016 09/2016
Treyburn Cc Durham NC 03/2017 08/2018
North Carolina State University Raleigh NC 08/2018 12/2022
Riverside High School Durham NC 08/2014 06/2018
Fidelity Investments Durham NC 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 01/2023
    Tin Roof Raleigh
    Raleigh, NC
  • 04/2020 → 03/2021
    Doordash, Inc.
    Raleigh, NC
  • 05/2016 → 09/2016
    Pool Professionals
    Durham, NC
  • 03/2017 → 08/2018
    Treyburn Cc
    Durham, NC
  • 08/2018 → 12/2022
    North Carolina State University
    Raleigh, NC
  • 08/2014 → 06/2018
    Riverside High School
    Durham, NC
  • 01/2023 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-95839|OrgNmn:Tin Roof Raleigh|Org Addr:Raleigh,North Caro,US|OBA Nature:Bar and Restaurant|Invst Rel:N|Title:Employee|Duties:Serving drinks and handling payment in a responsible manner for guests|StrtDt:04-22-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-22
S63 Uniform Securities Agent State Law Examination 2023-05-09
  • S66 Uniform Combined State Law Examination
    2024-02-22
  • S63 Uniform Securities Agent State Law Examination
    2023-05-09
Other Names
  • Jacob B Zilles
  • Jake B Zilles
  • Jacob Zilles

View on SEC IAPD

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