Jakob William Brown

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2026-05-14