Travis J. Jacobs
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
HUDSON, WI
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CRD#: 5137004
Professional summary
Travis James Jacobs, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hudson, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Oakdale, Minnesota.
Travis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Travis has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I help my clients build comprehensive retirement plans with a focus on income, tax efficient investing, healthcare, equity compensation considerations, and estate planning considerations.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Travis James Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Education
University of St. Thomas
Bachelor of Business Administration - Business
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8342 3rd Street N, Oakdale, MN 55128-5439RIA
CRD#: 104555
HUDSON, WI
Current
May 4, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8342 3rd Street North, Oakdale, MN 55128BD
CRD#: 7784
Oakdale, MN
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAKDALE, MN
Past
May 8, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
OAKDALE, MN
Past
January 2, 2014 - April 13, 2015
TRANSAMERICA RETIREMENT ADVISORS, LLC
RIA
CRD#: 107319
ST. PAUL, MN
Past
January 2, 2014 - April 13, 2015
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
ST. PAUL, MN
Past
October 23, 2009 - December 31, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
ST. PAUL, MN
Past
October 23, 2009 - December 31, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
ST. PAUL, MN
Past
January 1, 2008 - August 18, 2009
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
MINNEAPOLIS, MN
Past
January 1, 2008 - August 18, 2009
CRI SECURITIES, LLC
BD
CRD#: 22589
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/9/2020)
RR
Arizona(5/4/2015)
RR
California(4/23/2020)
RR
Colorado(4/23/2020)
RR
Florida(5/4/2015)
RR
Georgia(8/8/2020)
RR
Illinois(4/26/2019)
RR
Indiana(4/23/2020)
RR
Kentucky(3/25/2023)
RR
Louisiana(4/23/2020)
RR
Massachusetts(3/4/2022)
RR
Minnesota(5/4/2015)
IAR
Minnesota(3/31/2025)
RR
Mississippi(5/19/2023)
RR
Missouri(10/9/2020)
RR
New Jersey(6/4/2021)
RR
New York(4/23/2020)
RR
Ohio(8/9/2020)
RR
Oregon(3/25/2023)
RR
Pennsylvania(11/20/2018)
RR
South Carolina(5/3/2024)
RR
South Dakota(5/4/2015)
RR
Texas(5/4/2015)
IAR
Texas(3/31/2025)
RR
Vermont(10/8/2021)
RR
Virginia(8/25/2025)
RR
Washington(7/27/2017)
RR
Wisconsin(5/4/2015)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Hudson, WITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
