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Nicole Leilani Jacobson

Strategic Advisers LLC

Ann Arbor, MI

Detroit, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Detroit, MI • 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
E*Trade Securities Llc Sandy UT 01/2018 09/2019
Nordstrom Rack Salt Lake City UT 09/2015 12/2017
Davids Eccles School Of Business Salt Lake City UT 01/2015 12/2017
Wasatch Pharmacy Care Ogden UT 01/2009 03/2017
E*Trade Securities Llc Farmington Hills MI 09/2019 01/2022
E*Trade Capital Management Llc Farmington Hills MI 10/2021 01/2022
E*Trade Securities Llc Birmingham MI 01/2022 08/2022
E*Trade Capital Management Llc Birmingham MI 01/2022 08/2022
Fidelity Investments Ann Arbor MI 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 09/2019
    E*Trade Securities Llc
    Sandy, UT
  • 09/2015 → 12/2017
    Nordstrom Rack
    Salt Lake City, UT
  • 01/2015 → 12/2017
    Davids Eccles School Of Business
    Salt Lake City, UT
  • 01/2009 → 03/2017
    Wasatch Pharmacy Care
    Ogden, UT
  • 09/2019 → 01/2022
    E*Trade Securities Llc
    Farmington Hills, MI
  • 10/2021 → 01/2022
    E*Trade Capital Management Llc
    Farmington Hills, MI
  • 01/2022 → 08/2022
    E*Trade Securities Llc
    Birmingham, MI
  • 01/2022 → 08/2022
    E*Trade Capital Management Llc
    Birmingham, MI
  • 08/2022 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
  • 2021-12-24 → 2022-08-26
    Harrisdirect Llc
    Birmingham, MI
    Farmington Hills, MI
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-24
S63 Uniform Securities Agent State Law Examination 2018-03-12
  • S66 Uniform Combined State Law Examination
    2021-12-24
  • S63 Uniform Securities Agent State Law Examination
    2018-03-12

View on SEC IAPD

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Other Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF
DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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