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Jacob Robb

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

CRD 7073387

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-08-27
OH RA APPROVED 2026-08-27
TX RA APPROVED 2026-08-27
  • KY RA
    APPROVED
    Since 2026-08-27
  • OH RA
    APPROVED
    Since 2026-08-27
  • TX RA
    APPROVED
    Since 2026-08-27

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015 • 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
Unemployed Cincinnati OH 02/2024 04/2024
Unemployed Cincinnati OH 04/2020 06/2020
United States Army Fort Campbell KY 07/2020 01/2024
Unemployed Cincinnati OH 07/2019 01/2020
Larosas Pizza Cincinnati OH 05/2017 08/2017
Fidelity Investments Covington KY 05/2025 Present
The Woods Bar Oxford OH 10/2016 01/2017
Champion Home Exteriors Cincinnati OH 05/2018 08/2018
Miami University Oxford OH 02/2020 03/2020
Unemployed Cincinnati OH 02/2017 05/2017
Unemployed Cincinnati OH 09/2017 04/2018
Northwestern Mutual Cincinnati OH 02/2019 06/2019
Unemployed Cincinnati OH 09/2018 01/2019
Unemployed Cincinnati OH 11/2024 04/2025
Unemployed Cincinnati OH 09/2016 10/2016
Robert Louis Group Cincinnati OH 05/2024 10/2024
  • 02/2024 → 04/2024
    Unemployed
    Cincinnati, OH
  • 04/2020 → 06/2020
    Unemployed
    Cincinnati, OH
  • 07/2020 → 01/2024
    United States Army
    Fort Campbell, KY
  • 07/2019 → 01/2020
    Unemployed
    Cincinnati, OH
  • 05/2017 → 08/2017
    Larosas Pizza
    Cincinnati, OH
  • 05/2025 → Present
    Fidelity Investments
    Covington, KY
  • 10/2016 → 01/2017
    The Woods Bar
    Oxford, OH
  • 05/2018 → 08/2018
    Champion Home Exteriors
    Cincinnati, OH
  • 02/2020 → 03/2020
    Miami University
    Oxford, OH
  • 02/2017 → 05/2017
    Unemployed
    Cincinnati, OH
  • 09/2017 → 04/2018
    Unemployed
    Cincinnati, OH
  • 02/2019 → 06/2019
    Northwestern Mutual
    Cincinnati, OH
  • 09/2018 → 01/2019
    Unemployed
    Cincinnati, OH
  • 11/2024 → 04/2025
    Unemployed
    Cincinnati, OH
  • 09/2016 → 10/2016
    Unemployed
    Cincinnati, OH
  • 05/2024 → 10/2024
    Robert Louis Group
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-25
S63 Uniform Securities Agent State Law Examination 2025-07-17
  • S66 Uniform Combined State Law Examination
    2026-08-25
  • S63 Uniform Securities Agent State Law Examination
    2025-07-17

View on SEC IAPD

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