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Jacob Roberts

Strategic Advisers LLC

Fort Myers, FL

Naples, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-15
TX RA APPROVED 2025-10-10
  • FL RA
    APPROVED
    Since 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

Fort Myers, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • 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
American Century Investment Services, Inc. Kansas City MO 12/2022 12/2024
University Of Kansas Lawrence KS 08/2018 12/2022
Ku Catering Lawrence KS 11/2021 02/2022
Amazon Fulfillment Center Gardner KS 01/2021 10/2021
Papa Johns Lawrence KS 07/2020 09/2020
Luxottica Kansas City MO 06/2019 09/2019
Scott Taylor For Mayor Of Kcmo Kansas City MO 08/2018 04/2019
Jay Sidie Campaign For Congress Mission Woods KS 01/2018 08/2018
Blue Hills Country Club Kansas City MO 02/2016 08/2018
Shawnee Mission East High School Prairie Village KS 08/2014 05/2018
Houze Kc Llc Kansas City MO 04/2024 10/2024
Principal Life Insurance Company Fort Myers FL 12/2024 07/2025
Principal Securities, Inc. Fort Myers FL 12/2024 07/2025
Philip Financial Group Fort Myers FL 02/2025 07/2025
Fidelity Investments Naples FL 07/2025 Present
  • 12/2022 → 12/2024
    American Century Investment Services, Inc.
    Kansas City, MO
  • 08/2018 → 12/2022
    University Of Kansas
    Lawrence, KS
  • 11/2021 → 02/2022
    Ku Catering
    Lawrence, KS
  • 01/2021 → 10/2021
    Amazon Fulfillment Center
    Gardner, KS
  • 07/2020 → 09/2020
    Papa Johns
    Lawrence, KS
  • 06/2019 → 09/2019
    Luxottica
    Kansas City, MO
  • 08/2018 → 04/2019
    Scott Taylor For Mayor Of Kcmo
    Kansas City, MO
  • 01/2018 → 08/2018
    Jay Sidie Campaign For Congress
    Mission Woods, KS
  • 02/2016 → 08/2018
    Blue Hills Country Club
    Kansas City, MO
  • 08/2014 → 05/2018
    Shawnee Mission East High School
    Prairie Village, KS
  • 04/2024 → 10/2024
    Houze Kc Llc
    Kansas City, MO
  • 12/2024 → 07/2025
    Principal Life Insurance Company
    Fort Myers, FL
  • 12/2024 → 07/2025
    Principal Securities, Inc.
    Fort Myers, FL
  • 02/2025 → 07/2025
    Philip Financial Group
    Fort Myers, FL
  • 07/2025 → Present
    Fidelity Investments
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
S63 Uniform Securities Agent State Law Examination 2023-03-23
  • S66 Uniform Combined State Law Examination
    2025-09-19
  • S63 Uniform Securities Agent State Law Examination
    2023-03-23
Other Names
  • Jacob Douglas Roberts

View on SEC IAPD

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