Jacob Holthouse

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-06
TN	RA	APPROVED	2025-11-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Greenwood Village	CO	05/2023	10/2025
At&T	Dallas	TX	08/2020	05/2023
University Of Tennessee	Knoxville	TN	08/2016	05/2020
Vanderbilt Mortgage And Finance	Maryville	TN	05/2019	12/2019
Amazon	Nashville	TN	03/2020	06/2020
The Wine Cellar	Murfreesboro	TN	06/2020	08/2020
Stones River Country Club	Murfreesboro	TN	06/2016	08/2018
Fidelity Investments	Boston	MA	03/2025	10/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Nashville	TN	10/2025	Present
Bank Of America, N.A.	Nashville	TN	01/2026	Present

05/2023 → 10/2025

Fidelity Investments

Greenwood Village, CO
08/2020 → 05/2023

At&T

Dallas, TX
08/2016 → 05/2020

University Of Tennessee

Knoxville, TN
05/2019 → 12/2019

Vanderbilt Mortgage And Finance

Maryville, TN
03/2020 → 06/2020

Amazon

Nashville, TN
06/2020 → 08/2020

The Wine Cellar

Murfreesboro, TN
06/2016 → 08/2018

Stones River Country Club

Murfreesboro, TN
03/2025 → 10/2025

Fidelity Investments

Boston, MA
10/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nashville, TN
01/2026 → Present

Bank Of America, N.A.

Nashville, TN

2025-03-31 → 2025-10-31

Strategic Advisers Llc

Denver, CO

Greenwood Village, CO

Murfreesboro, TN

Boston, MA
2023-10-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-06

Other Firms