Best Investors Account Sign in
Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-03
NH RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • MA RA
    APPROVED
    Since 2025-07-03
  • NH RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Cambridge, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Concord Academy Concord MA 06/2022 08/2023
Westford Public Schools Westford MA 05/2014 05/2017
Brickhouse Center Pizza Chelmsford MA 01/2019 02/2024
Umass Dining Services Amherst MA 06/2022 05/2024
Fidelity Investments Merrimack NH 05/2024 Present
Unique Renovations Inc. Westford MA 05/2017 09/2020
  • 06/2022 → 08/2023
    Concord Academy
    Concord, MA
  • 05/2014 → 05/2017
    Westford Public Schools
    Westford, MA
  • 01/2019 → 02/2024
    Brickhouse Center Pizza
    Chelmsford, MA
  • 06/2022 → 05/2024
    Umass Dining Services
    Amherst, MA
  • 05/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2017 → 09/2020
    Unique Renovations Inc.
    Westford, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-24
S63 Uniform Securities Agent State Law Examination 2024-08-15
  • S66 Uniform Combined State Law Examination
    2025-06-24
  • S63 Uniform Securities Agent State Law Examination
    2024-08-15
Other Names
  • Garrett S Jacobsmeier
  • Garrett Jacobsmeier

View on SEC IAPD

More in Cambridge, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor