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Matthew James Jacobs

Strategic Advisers LLC

Wilmington, MA

Littleton, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Wilmington, MA • United States

820 Constitution Avenue, Littleton, MA 01460-1137 • 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
Market Basket Newburyport MA 10/2015 06/2017
Sylvan Street Grille Salisbury MA 12/2017 03/2018
Brick And Ash Restaurant Newburyport MA 09/2017 11/2017
Gibraltar Pool Supply Topsfield MA 03/2018 10/2018
Portside Restaurant Salisbury MA 04/2019 07/2019
Lexus Ira Danvers MA 04/2019 04/2019
The Deck Restaurant Salisbury MA 07/2019 06/2020
Bmw Of Peabody Lyon-Waugh Peabody MA 12/2019 09/2021
Bentley's Real Estate Newburyport MA 09/2021 02/2023
Unemployed West Newbury MA 10/2018 03/2019
Central Catholic High School Lawrence MA 09/2014 05/2018
Saint Anselms College Manchester NH 09/2018 02/2019
University Of Massachussettes Lowell Lowell MA 09/2019 07/2022
Fidelity Investments Merrimack NH 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 06/2017
    Market Basket
    Newburyport, MA
  • 12/2017 → 03/2018
    Sylvan Street Grille
    Salisbury, MA
  • 09/2017 → 11/2017
    Brick And Ash Restaurant
    Newburyport, MA
  • 03/2018 → 10/2018
    Gibraltar Pool Supply
    Topsfield, MA
  • 04/2019 → 07/2019
    Portside Restaurant
    Salisbury, MA
  • 04/2019 → 04/2019
    Lexus Ira
    Danvers, MA
  • 07/2019 → 06/2020
    The Deck Restaurant
    Salisbury, MA
  • 12/2019 → 09/2021
    Bmw Of Peabody Lyon-Waugh
    Peabody, MA
  • 09/2021 → 02/2023
    Bentley's Real Estate
    Newburyport, MA
  • 10/2018 → 03/2019
    Unemployed
    West Newbury, MA
  • 09/2014 → 05/2018
    Central Catholic High School
    Lawrence, MA
  • 09/2018 → 02/2019
    Saint Anselms College
    Manchester, NH
  • 09/2019 → 07/2022
    University Of Massachussettes Lowell
    Lowell, MA
  • 02/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
S63 Uniform Securities Agent State Law Examination 2023-06-07
  • S66 Uniform Combined State Law Examination
    2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2023-06-07
Other Names
  • Matthew James Jacobs
  • Matt James Jacobs
  • Matthew Jacobs

View on SEC IAPD

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