Jacob Pottle

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-18

TX RA
APPROVED

Since 2026-05-18

Branch Locations

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

Keller, 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

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	06/2023	08/2023
Nautical Boat Club	Grapevine	TX	05/2021	08/2021
Fidelity Investments	Westlake	TX	06/2024	Present
Unemployed	Keller	TX	08/2020	03/2024
Bluesky Sports	Keller	TX	01/2018	01/2019
Keller Soccer Association	Keller	TX	10/2012	01/2018
Unemployed	Keller	TX	01/2019	05/2021
Unemployed	Keller	TX	09/2023	05/2024
Nautical Boat Club	Grapevine	TX	08/2021	08/2022

06/2023 → 08/2023

Fidelity Investments

Westlake, TX
05/2021 → 08/2021

Nautical Boat Club

Grapevine, TX
06/2024 → Present

Fidelity Investments

Westlake, TX
08/2020 → 03/2024

Unemployed

Keller, TX
01/2018 → 01/2019

Bluesky Sports

Keller, TX
10/2012 → 01/2018

Keller Soccer Association

Keller, TX
01/2019 → 05/2021

Unemployed

Keller, TX
09/2023 → 05/2024

Unemployed

Keller, TX
08/2021 → 08/2022

Nautical Boat Club

Grapevine, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-15
S63	Uniform Securities Agent State Law Examination	2024-12-27

S66 Uniform Combined State Law Examination

2026-05-15
S63 Uniform Securities Agent State Law Examination

2024-12-27

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

ADVISOR RESOURCE COUNCIL

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

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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