Jacob Oconner
Financial advisor at Strategic Advisers LLC · Durham, NC
Last updated 2026-10-10
Claim your profileJacob Oconner is a financial advisor at Strategic Advisers LLC in Durham, NC, CRD 7609228. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2024-05-03.
Registration
- CRD number
- 7609228
- Registration status
- Active
- IAPD registration
- 2024-05-03
- Industry Experience
- 2 years
- Work Experience
- 14 years
- States registered
- NC, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2012-07 to 2017-07 · Grace Christian School · Raleigh, NC
- 2016-07 to 2016-12 · Landscaping Construction Services · Raleigh, NC
- 2017-08 to 2018-12 · Stitch Golf · Apex, NC
- 2019-02 to 2019-08 · National Coatings & Supplies · Raleigh, NC
- 2019-09 to 2019-12 · Holland Rent-All · Raleigh, NC
- 2020-03 to 2021-04 · Westgate Chrysler Jeep Dodge Ram · Raleigh, NC
- 2021-04 to 2021-08 · Grace Christian School · Raleigh, NC
- 2021-11 to 2022-03 · Run Property Management · Raleigh, NC
- 2022-06 to 2022-07 · Grace Christian School · Raleigh, NC
- 2022-07 to Present · Fidelity Investments · Durham, NC
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
Jacob Oconner is a financial advisor at Strategic Advisers LLC in Durham, NC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 14 years of reported work history.
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
100 New Millennium Way, Durham, NC 27709-8204
351 advisors at this office.
Contact
The firm's filed contact details.
Official record
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