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Jake David Ulrich

Strategic Advisers LLC

Oakdale, MN

Lake Elmo, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-06
MN RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-06
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

8342 3Rd Street N, Oakdale, MN 55128-5439 • United States

Lake Elmo, MN • 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 Lake Elmo MN 09/2002 03/2020
Erika Wallace (Portside Stillwater/Dock Cafe) Stillwater MN 05/2023 05/2024
Fidelity Investments Oakdale MN 07/2024 Present
Chris Wyffels (Superiror 3Rd Party Logistics) Roseville MN 03/2020 04/2020
Madeline Petersen (Spurs On First) Duluth MN 12/2022 05/2024
Jason Whitehill (Wilson Golf Group) Stillwater MN 04/2020 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 09/2002 → 03/2020
    Unemployed
    Lake Elmo, MN
  • 05/2023 → 05/2024
    Erika Wallace (Portside Stillwater/Dock Cafe)
    Stillwater, MN
  • 07/2024 → Present
    Fidelity Investments
    Oakdale, MN
  • 03/2020 → 04/2020
    Chris Wyffels (Superiror 3Rd Party Logistics)
    Roseville, MN
  • 12/2022 → 05/2024
    Madeline Petersen (Spurs On First)
    Duluth, MN
  • 04/2020 → 06/2024
    Jason Whitehill (Wilson Golf Group)
    Stillwater, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakdale, MN
    Lake Elmo, MN
Other Businesses

OBA-111308|OrgNmn:Oak Glen Golf|Org Addr:Stillwater,Minnesota,US|OBA Nature:Golf course and wedding events|Invst Rel:N|Title:Employee|Duties:Manage a golf shop, retail sales|StrtDt:|TotHrs/mon:14|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
  • S66 Uniform Combined State Law Examination
    2024-11-07
Other Names
  • Jake D Ulrich
  • Jake David Ulrich

View on SEC IAPD

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Other Investors

TROY LEMER
JENNIFER PIETKA
KYLE J. CHRISTENSEN
MICAH LANDON ZIEMKE
ANDERS AHLBERG
JOHN CLINTON RYDER
TYLER JEFFREY HENRICHS
TIMOTHY BERT BRIDGEMAN

Other Offices

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CETERA INVESTMENT ADVISERS LLC · ST PAUL, MN
FREEDOM FINANCIAL PARTNERS LLC · OAKDALE, MN
LPL FINANCIAL LLC · OAKDALE, MN
LPL FINANCIAL LLC · LAKE ELMO, MN
THRIVENT INVESTMENT MANAGEMENT INC. · Lake Elmo, MN
SCM INVESTMENT SERVICES · LAKE ELMO, MN
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