Best Investors Account Sign in

Jacobo Koen Ruben

Strategic Advisers LLC

Palo Alto, CA

CRD 6945649

Claim This Profile
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
CA RA APPROVED 2026-08-20
TX RA APPROVED 2026-08-20
  • CA RA
    APPROVED
    Since 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-20

Branch Locations

Palo Alto, CA • 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
Rockefeller Capital Management Mountain View CA 11/2019 08/2025
Financial Clarity Mountain View CA 09/2019 11/2019
Unemployed Palo Alto CA 05/2019 09/2019
Willamette University Salem OR 08/2013 05/2019
Unemployed Palo Alto CA 08/2025 06/2026
Fidelity Investments Palo Alto CA 06/2026 Present
  • 11/2019 → 08/2025
    Rockefeller Capital Management
    Mountain View, CA
  • 09/2019 → 11/2019
    Financial Clarity
    Mountain View, CA
  • 05/2019 → 09/2019
    Unemployed
    Palo Alto, CA
  • 08/2013 → 05/2019
    Willamette University
    Salem, OR
  • 08/2025 → 06/2026
    Unemployed
    Palo Alto, CA
  • 06/2026 → Present
    Fidelity Investments
    Palo Alto, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-20
  • S66 Uniform Combined State Law Examination
    2025-09-20
Other Names
  • Jacobo Koen Ruben
  • Jacob Koen
  • Jacobo Koenruben

View on SEC IAPD

More in Palo Alto, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor