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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

JACOB WILLIAM WATSON

Advisor at STRATEGIC ADVISERS LLC

HUNTSVILLE, TX | THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:275464fe-9b22-fb5d-e957-8ad1c766f4fa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 17, 2019 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 16, 2019
First registration: Dec 17, 2019
Dual registered: yes, broker-dealer
Other names: Jacob William Watson|Jacob Watson
IAPD individual key: 7165111

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	THE WOODLANDS, TX\|HUNTSVILLE, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 11, 2020	Mar 31, 2025	no	WESTLAKE, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Dec 17, 2019	Jun 11, 2020	no	Southlake, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Dec 17, 2019	Jun 11, 2020	no	Westlake, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jun 11, 2020	Dec 17, 2019	-177	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 11, 2020	Dec 17, 2019	-177	Channel change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 11, 2020 to Mar 31, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 17, 2019 to Jun 11, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Dec 17, 2019 to Jun 11, 2020factForm ADV

Dated events

No dated event names this entity yet.