Matthew James Jacobs
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Bentley's Real EstateSep 2021 to Feb 2023
- Bmw of Peabody Lyon-waughDec 2019 to Sep 2021
- University of Massachussettes LowellSep 2019 to Jul 2022
- The Deck RestaurantJul 2019 to Jun 2020
- Portside RestaurantApr 2019 to Jul 2019
- Lexus IraApr 2019 to Apr 2019
- UnemployedOct 2018 to Mar 2019
- Saint Anselms CollegeSep 2018 to Feb 2019
- Gibraltar Pool SupplyMar 2018 to Oct 2018
- Sylvan Street GrilleDec 2017 to Mar 2018
- Brick and Ash RestaurantSep 2017 to Nov 2017
- Market BasketOct 2015 to Jun 2017
- Central Catholic High SchoolSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7697343
- Firm CRD
- 104555