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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

JACOB VENABLE

Advisor at STRATEGIC ADVISERS LLC

CASTLE ROCK, CO | COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:2a3aabc9-d3bf-5c47-4ee4-52a988c7ca78

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2016 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, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 12, 2016
First registration: Sep 12, 2016
Dual registered: yes, broker-dealer
Other names: Jake Venable|JACOB COLTON MATHEW VENABLE
IAPD individual key: 6626925

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	COLORADO SPRINGS, CO\|CASTLE ROCK, CO	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 10, 2024	Mar 31, 2025	no	COLORADO SPRINGS, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 5, 2017	Apr 1, 2024	no	Indianapolis, IN\|Lone Tree, CO\|Lone Tree, CO\|Indianapolis, IN	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Sep 12, 2016	Dec 2, 2016	no	LOUISVILLE, KY\|INDIANAPOLIS, IN\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	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
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Apr 1, 2024	Jun 10, 2024	70	Firm change	Ibd to ibd
MONEY CONCEPTS ADVISORY SERVICE	CHARLES SCHWAB & CO., INC.	Dec 2, 2016	Jan 5, 2017	34	Firm 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
Jun 10, 2024 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 5, 2017 to Apr 1, 2024factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Sep 12, 2016 to Dec 2, 2016factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Jacob Venable left Charles Schwab & Co., Inc. for Fidelity Personal And Workplace Advisors (registered 2024-06-10)
Form ADVobserved 4 days ago