Jacob Grant

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
MA	RA	APPROVED	2025-10-08
NH	RA	APPROVED	2025-09-30
TX	RA	APPROVED	2025-09-30

MA RA
APPROVED

Since 2025-10-08
NH RA
APPROVED

Since 2025-09-30
TX RA
APPROVED

Since 2025-09-30

Branch Locations

Beverly, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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	Merrimack	NH	07/2024	Present
Manchester Bath & Tennis	Ma	MA	05/2015	09/2016
Instacart	San Francisco	CA	01/2023	06/2024
Ferncroft Country Club	Middleton	MA	05/2016	06/2024
The Grind Factory	Salem	MA	12/2020	06/2023

07/2024 → Present

Fidelity Investments

Merrimack, NH
05/2015 → 09/2016

Manchester Bath & Tennis

Ma, MA
01/2023 → 06/2024

Instacart

San Francisco, CA
05/2016 → 06/2024

Ferncroft Country Club

Middleton, MA
12/2020 → 06/2023

The Grind Factory

Salem, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-26
S63	Uniform Securities Agent State Law Examination	2024-10-31

S66 Uniform Combined State Law Examination

2025-09-26
S63 Uniform Securities Agent State Law Examination

2024-10-31

View on SEC IAPD

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