Jacob Spencer
Financial advisor at Strategic Advisers LLC
Last updated 2026-10-10
Claim your profileJacob Spencer is a financial advisor at Strategic Advisers LLC, CRD 7563729. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2024-11-18.
Registration
- CRD number
- 7563729
- Registration status
- Active
- IAPD registration
- 2024-11-18
- Industry Experience
- 1 year
- Work Experience
- 14 years
- States registered
- TX, UT
Licenses and exams
- Series 63
- Series 66
Work history
- 2019-08 to 2019-10 · Greenlight Auto Solutions · Salt Lake City, UT
- 2017-06 to 2019-07 · Jake Spencer and Luke Boyden Tennis Camp · Salt Lake City, UT
- 2017-10 to 2018-11 · Jump Around Utah · Salt Lake City, UT
- 2022-05 to Present · Fidelity Investments · Salt Lake City, UT
- 2019-11 to 2021-11 · Ecclesiastical Church Mission · Yongin-Si
- 2012-06 to 2017-06 · Unemployed · Salt Lake City, UT
- 2022-01 to 2022-05 · Studied At the University of Utah · Salt Lake City, UT
- 2015-08 to 2019-06 · East High School · Salt Lake City, UT
- 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 Spencer is a financial advisor at Strategic Advisers LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 1 year of industry experience and 14 years of reported work history. Reported roles include Fidelity Investments, Studied At the University of Utah, Ecclesiastical Church Mission, Greenlight Auto Solutions, among others.
SEC disclosures list additional business and community activities: Oba-123613|orgnmn:selling Football Cards|org Addr:salt Lake .
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, 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, 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
Contact
The firm's filed contact details.
Official record
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