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Jacob Epstein

Strategic Advisers LLC

Santa Ana, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-15
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2026-06-15
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Santa Ana, 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
Ameriprise Financial Services Inc Las Vegas NV 10/2017 03/2022
Western Alliance Bancorporation Las Vegas NV 07/2017 10/2017
Unlv Department Of Mathematics Las Vegas NV 10/2015 05/2017
University Of Las Vegas, Nevada Las Vegas NV 08/2013 05/2017
Unemployed Las Vegas NV 05/2017 07/2017
Fidelity Investments Henderson NV 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 03/2022
    Ameriprise Financial Services Inc
    Las Vegas, NV
  • 07/2017 → 10/2017
    Western Alliance Bancorporation
    Las Vegas, NV
  • 10/2015 → 05/2017
    Unlv Department Of Mathematics
    Las Vegas, NV
  • 08/2013 → 05/2017
    University Of Las Vegas, Nevada
    Las Vegas, NV
  • 05/2017 → 07/2017
    Unemployed
    Las Vegas, NV
  • 03/2022 → Present
    Fidelity Investments
    Henderson, NV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-22
  • S66 Uniform Combined State Law Examination
    2018-01-22
Designations
Other Names
  • Jacob Andrew Epstein
  • Jake Epstein
  • Jacob Epstein

View on SEC IAPD

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RYAN PATRICK HAWKINS
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PAUL ROBERT HAMMERSMITH

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SANTA ANA, CA
VALMARK ADVISERS, INC. · Santa Ana, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA ANA, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · TUSTIN, CA
OSAIC WEALTH, INC. · Tustin, CA
EDWARD JONES · TUSTIN, CA
CETERA INVESTMENT ADVISERS LLC · SANTA ANA, CA
CENTAURUS FINANCIAL, INC. · Santa Ana, CA

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