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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbva Securities Inc. Tucson AZ 02/2020 11/2020
Bbva Insurance Agency, Inc. Austin TX 11/2019 11/2020
Bbva Usa Birmingham AL 11/2019 11/2020
Axa Advisors, Llc Tucson AZ 06/2018 10/2019
University Of Arizona Tucson AZ 08/2017 05/2018
Iheart Media Tucson AZ 06/2017 05/2018
Frost Gelato Tucson AZ 08/2013 06/2017
Bbva Wealth Solutions, Inc. Tucson AZ 03/2020 11/2020
Unemployed Tucson AZ 11/2020 08/2021
Fidelity Investments Denver CO 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 11/2020
    Bbva Securities Inc.
    Tucson, AZ
  • 11/2019 → 11/2020
    Bbva Insurance Agency, Inc.
    Austin, TX
  • 11/2019 → 11/2020
    Bbva Usa
    Birmingham, AL
  • 06/2018 → 10/2019
    Axa Advisors, Llc
    Tucson, AZ
  • 08/2017 → 05/2018
    University Of Arizona
    Tucson, AZ
  • 06/2017 → 05/2018
    Iheart Media
    Tucson, AZ
  • 08/2013 → 06/2017
    Frost Gelato
    Tucson, AZ
  • 03/2020 → 11/2020
    Bbva Wealth Solutions, Inc.
    Tucson, AZ
  • 11/2020 → 08/2021
    Unemployed
    Tucson, AZ
  • 08/2021 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2020-03-12 → 2020-11-24
    Pnc Managed Account Solutions, Inc.
    Tucson, AZ
  • 2018-08-07 → 2019-11-19
    Tucson, AZ
    Scottsdale, AZ
    Tucson, AZ
Other Businesses

OBA-119146|OrgNmn:Above the Treeline Photography|Org Addr:Denver,Colorado,US|OBA Nature:It is an online photography bu|Invst Rel:N|Title:Managing member|Duties:There are no duties or obligations, I do this in my free time on the weekends. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-21
  • S66 Uniform Combined State Law Examination
    2018-07-21
Other Names
  • Jacob Sickler
  • Jacob Tyler Sickler
  • Jacob Tyler Sickler

View on SEC IAPD

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