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Jacob Daniel Williams

Strategic Advisers LLC

Dallas, TX

Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Dallas, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Fidelity Investments Dallas TX 06/2023 Present
Nike Aurora OH 12/2022 05/2023
Slippery Rock University Slippery Rock PA 08/2022 11/2022
Home Depot Akron OH 06/2022 07/2022
None (In School) Slippery Rock PA 01/2022 06/2022
Upward Bound (Kent State University) Kent OH 06/2021 08/2021
None (In School) Ashland OH 08/2021 12/2021
Ashland University Recreation Center Ashland OH 02/2021 05/2021
None (In School) Ashland/Akron OH 04/2020 02/2021
None (In School) Ashland OH 01/2020 03/2020
None (In School) Fairlawn/Tiffin/Ashland OH 09/2016 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Dallas, TX
  • 12/2022 → 05/2023
    Nike
    Aurora, OH
  • 08/2022 → 11/2022
    Slippery Rock University
    Slippery Rock, PA
  • 06/2022 → 07/2022
    Home Depot
    Akron, OH
  • 01/2022 → 06/2022
    None (In School)
    Slippery Rock, PA
  • 06/2021 → 08/2021
    Upward Bound (Kent State University)
    Kent, OH
  • 08/2021 → 12/2021
    None (In School)
    Ashland, OH
  • 02/2021 → 05/2021
    Ashland University Recreation Center
    Ashland, OH
  • 04/2020 → 02/2021
    None (In School)
    Ashland/Akron, OH
  • 01/2020 → 03/2020
    None (In School)
    Ashland, OH
  • 09/2016 → 01/2020
    None (In School)
    Fairlawn/Tiffin/Ashland, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
  • S66 Uniform Combined State Law Examination
    2023-10-06
Other Names
  • Jacob Williams

View on SEC IAPD

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