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Brandon Jacob

Strategic Advisers LLC

Westlake, TX

Frisco, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Frisco, TX • 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
Heart & Vitality Plano TX 07/2019 02/2024
Unemployed Carrollton TX 03/2017 01/2023
Ft Airguns Lewisville TX 01/2023 06/2023
Brandon Jacob Plano TX 06/2023 02/2024
Kumon Carrollton TX 08/2016 03/2017
Fidelity Investments Westlake TX 03/2024 Present
Ptca Cardiology Plano TX 07/2019 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 02/2024
    Heart & Vitality
    Plano, TX
  • 03/2017 → 01/2023
    Unemployed
    Carrollton, TX
  • 01/2023 → 06/2023
    Ft Airguns
    Lewisville, TX
  • 06/2023 → 02/2024
    Brandon Jacob
    Plano, TX
  • 08/2016 → 03/2017
    Kumon
    Carrollton, TX
  • 03/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2019 → 02/2024
    Ptca Cardiology
    Plano, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Farmers Branch, TX
    Westlake, TX
Other Businesses

OBA-112984|OrgNmn:Self|Org Addr:Irving,Texas,US|OBA Nature:Event photography and videogra|Invst Rel:N|Title:Freelancer|Duties:I will be going on site only outside of work hours to take photos & videos, edit them, and send them back to the client.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2024-06-27
  • S66 Uniform Combined State Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2024-06-27

View on SEC IAPD

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