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Jacob Ezekiel Smith

Strategic Advisers LLC

Covington, KY

Southgate, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Southgate, KY • 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
Unemployed Owensboro KY 06/2014 05/2018
Omu Owensboro KY 05/2021 08/2021
Northern Kentucky University Highland Heights KY 08/2019 05/2021
Owensboro Municipal Utilities (Omu) Owensboro KY 05/2019 08/2019
Koch Development Corporation Dale IN 05/2018 09/2018
Fidelity Investments Covington KY 06/2024 Present
Owensboro Catholic High School Owensboro KY 09/2018 05/2019
Unemployed Fort Wright KY 08/2021 08/2022
Fidelity Investments Covington KY 08/2022 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 05/2018
    Unemployed
    Owensboro, KY
  • 05/2021 → 08/2021
    Omu
    Owensboro, KY
  • 08/2019 → 05/2021
    Northern Kentucky University
    Highland Heights, KY
  • 05/2019 → 08/2019
    Owensboro Municipal Utilities (Omu)
    Owensboro, KY
  • 05/2018 → 09/2018
    Koch Development Corporation
    Dale, IN
  • 06/2024 → Present
    Fidelity Investments
    Covington, KY
  • 09/2018 → 05/2019
    Owensboro Catholic High School
    Owensboro, KY
  • 08/2021 → 08/2022
    Unemployed
    Fort Wright, KY
  • 08/2022 → 06/2024
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Southgate, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-18
  • S66 Uniform Combined State Law Examination
    2024-10-18
Other Names
  • Jacob E Smith
  • Jacob Smith

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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