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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

HOWARD RIVERS JACOBS

Advisor at STRATEGIC ADVISERS LLC

INDIAN LAND, SC

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Search this name across graphsid dfx:ria:2bdc9f9a-821f-2df7-953a-5396e5e969c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 31, 2009 to Sep 14, 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: Aug 31, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 22, 2015
First registration: Aug 31, 2009
Dual registered: yes, broker-dealer
Other names: SKIP JACOBS|HOWARD JACOBS|Howard Rivers Jacobs|Howard R Jacobs|Howard Rivers Jacobs
IAPD individual key: 5580557

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	INDIAN LAND, SC	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 23, 2021	Mar 31, 2025	no	INDIAN LAND, SC	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jan 7, 2019	Jun 14, 2021	no	CHARLOTTE, NC	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Jun 22, 2018	Nov 15, 2018	no	Charlotte, NC\|FORT WORTH, TX	Previous registration
EDWARD JONES	National bd RIA	Feb 7, 2017	Aug 2, 2017	no	INDIAN LAND, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 24, 2015	Nov 7, 2016	no	MOUNT PLEASANT, SC	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 31, 2009	May 18, 2010	no	CHARLOTTE, NC\|Rockwell, NC\|CHARLOTTE, NC	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
PRUCO SECURITIES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 14, 2021	Aug 23, 2021	70	Firm change	Ibd to ibd
FIRST COMMAND ADVISORY SERVICES	PRUCO SECURITIES, LLC	Nov 15, 2018	Jan 7, 2019	53	Firm change	Ibd to ibd
EDWARD JONES	FIRST COMMAND ADVISORY SERVICES	Aug 2, 2017	Jun 22, 2018	324	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EDWARD JONES	Nov 7, 2016	Feb 7, 2017	92	Firm change	Wirehouse to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 18, 2010	Jun 24, 2015	1,863	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 23, 2021 to Mar 31, 2025factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 7, 2019 to Jun 14, 2021factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 22, 2018 to Nov 15, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 7, 2017 to Aug 2, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 24, 2015 to Nov 7, 2016factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 31, 2009 to May 18, 2010factForm ADV

Dated events

No dated event names this entity yet.