Jacob Alan Summerly

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
RI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

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

Organization	City	State	From	To
Saint Raphael Academy	Pawtucket	RI	09/2015	06/2019
University Of Massachusetts- Dartmouth	Dartmouth	MA	09/2019	05/2023
Skyzone Trampoline Park	East Providence	RI	12/2017	08/2019
Camp Cedarwood Run By Barrington Baptist Church	Barrington	RI	06/2019	08/2019
Stop And Shop	Seekonk	MA	08/2019	10/2022
Stop And Shop	Fall River	MA	10/2022	10/2023
Fidelity Investments	Smithfield	RI	11/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2015 → 06/2019

Saint Raphael Academy

Pawtucket, RI
09/2019 → 05/2023

University Of Massachusetts- Dartmouth

Dartmouth, MA
12/2017 → 08/2019

Skyzone Trampoline Park

East Providence, RI
06/2019 → 08/2019

Camp Cedarwood Run By Barrington Baptist Church

Barrington, RI
08/2019 → 10/2022

Stop And Shop

Seekonk, MA
10/2022 → 10/2023

Stop And Shop

Fall River, MA
11/2023 → Present

Fidelity Investments

Smithfield, RI
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-08
S63	Uniform Securities Agent State Law Examination	2024-02-14