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Jakob William Brown

Strategic Advisers LLC

Westlake, TX

Coppell, 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 2026-06-08
  • TX RA
    APPROVED
    Since 2026-06-08

Branch Locations

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

Coppell, 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
Unemployed Coppell TX 08/2025 01/2026
Okoboji View Golf Course Spirit Lake IA 05/2017 09/2019
Mau Marine Okoboji IA 05/2022 08/2022
South Dakota State University Brookings SD 08/2021 08/2025
Mau Marine Okoboji IA 05/2021 08/2021
Oak Hill Marina Arnolds Park IA 06/2020 08/2020
Spirit Lake Middle School Spirit Lake IA 08/2013 05/2017
Spirit Lake High School Spirit Lake IA 08/2017 05/2021
Cornerstone Financial Solutions Sioux Falls SD 06/2024 08/2024
Fidelity Investments Westlake TX 01/2026 Present
  • 08/2025 → 01/2026
    Unemployed
    Coppell, TX
  • 05/2017 → 09/2019
    Okoboji View Golf Course
    Spirit Lake, IA
  • 05/2022 → 08/2022
    Mau Marine
    Okoboji, IA
  • 08/2021 → 08/2025
    South Dakota State University
    Brookings, SD
  • 05/2021 → 08/2021
    Mau Marine
    Okoboji, IA
  • 06/2020 → 08/2020
    Oak Hill Marina
    Arnolds Park, IA
  • 08/2013 → 05/2017
    Spirit Lake Middle School
    Spirit Lake, IA
  • 08/2017 → 05/2021
    Spirit Lake High School
    Spirit Lake, IA
  • 06/2024 → 08/2024
    Cornerstone Financial Solutions
    Sioux Falls, SD
  • 01/2026 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-14
  • S66 Uniform Combined State Law Examination
    2026-05-14

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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