Jacob Clarkson, financial advisor Covington KY
90 score

Jacob Clarkson

CRD Number: 6120931
Current Firm: Strategic Advisers, Inc.

Jacob Clarkson (CRD# 6120931) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Sep 2012 - Current 4
Sears Florence, KY May 2012 - Sep 2012 < 1
Subway Crestview Hills, KY Mar 2010 - Jun 2012 2
Thomas More College Crestview Hills, KY Aug 2008 - May 2012 3
Lowes Florence, KY Mar 2011 - Feb 2012 < 1
Cock And Bull Covington, KY Jul 2010 - May 2011 < 1
Census Latonia, KY May 2010 - Aug 2010 < 1
Jimmy Johns Lexington, KY Jun 2009 - Aug 2009 < 1
Home Depot Covington, KY Apr 2008 - Jul 2009 1
Thomas More College Crestview Hills, KY Jun 2008 - Dec 2008 < 1
Lexington Catholic Lexington, KY Aug 2004 - May 2008 3
Bounce U Lexington, KY Feb 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Jacob T. Clarkson
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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