Jacob Kinder 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

• 05/2023 → 05/2024
  Unemployed
  Aurora, CO
• 08/2019 → 05/2023
  University Of Colorado Boulder
  Boulder, CO
• 05/2024 → Present
  Fidelity Investments
  Greenwood Village, CO
• 01/2017 → 05/2019
  Regis Jesuit High School
  Aurora, CO
• 04/2014 → 12/2016
  Mount Saint Joseph High School
  Catonsville, MD
• 06/2019 → 08/2019
  Heritage Eagle Bend Golf Club
  Aurora, CO
• 05/2019 → 06/2019
  Unemployed
  Aurora, CO
• 05/2021 → 10/2021
  Mustard'S Last Stand
  Boulder, CO
• 05/2022 → 05/2023
  Rio Grande Mexican Restaurant
  Boulder, CO
• 04/2020 → 08/2020
  Door Dash
  Aurora, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-10-29
• S63 Uniform Securities Agent State Law Examination
  2024-09-09

Other Names

• Jacob K Brown
• Jake Brown
• Jacob Brown