Benjamin Q. Jacobs

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

• 05/2022 → 08/2022
  Howden American Fans
  Fairfield, OH
• 04/2023 → 05/2023
  Unemployed
  Cincinnati, OH
• 12/2020 → 01/2021
  Doordash
  San Francisco, CA
• 08/2022 → 01/2023
  Unemployed
  Cincinnati, OH
• 12/2021 → 05/2022
  Unemployed
  Cincinnati, OH
• 05/2021 → 08/2021
  Summit Hills Country Club|
  Crestview Hills, KY
• 01/2023 → 04/2023
  Total Quality Logistics
  Cincinnati, OH
• 05/2020 → 08/2020
  Amazon
  Burlington, KY
• 06/2024 → Present
  Fidelity Investments
  Westlake, TX
• 08/2021 → 12/2021
  Howden American Fan
  Fairfield, OH
• 05/2023 → 08/2023
  Rhinestahl Corporation
  Mason, OH
• 01/2021 → 05/2021
  Unemployed
  Cincinnati, OH
• 02/2024 → 04/2024
  The Monastery Event Center
  Cincinnati, OH
• 08/2020 → 12/2020
  Unemployed
  Cincinnati, OH
• 08/2023 → 01/2024
  Unemployed
  Cincinnati, OH
• 06/2014 → 05/2020
  Unemployed
  Covington, KY
• 04/2024 → 06/2024
  Unemployed
  Edgewood, KY
• 05/2021 → 05/2021
  Doordash
  San Francisco, CA
• 01/2024 → 02/2024
  Doordash
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-28
• S63 Uniform Securities Agent State Law Examination
  2024-11-11

Other Names

• Benjamin Q Jacobs
• Benjamin Jacobs