Jacob D. Heyser
STRATEGIC ADVISERS LLC | Financial Consultant
HADDON TOWNSHIP, NJ
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CRD#: 6653877
Professional summary
Jacob D. Heyser, who also goes by Jacob Danner Heyser, Jacob Heyser, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Haddon Township, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Philadelphia, Pennsylvania.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jacob has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As your Financial Consultant, I will partner with you to understand your immediate and long-term goals and to help you build a holistic financial plan that is tailored to meet your unique needs. Together, we will identify strategies to implement and improve your financial picture through trust, reliability, and dedication.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacob Danner Heyser | Jacob Heyser
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 Jacob D. Heyser'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®
NoneEducation
Susquehanna University
Bachelor of Science (BS) - Finance
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998RIA
CRD#: 104555
HADDON TOWNSHIP, NJ
Current
June 19, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103BD
CRD#: 7784
Philadelphia, PA
Past
July 30, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENVILLE, DE
Past
November 27, 2018 - May 21, 2020
OSAIC FA, INC.
RIA
CRD#: 3978
Wilmington, DE
Past
August 23, 2018 - April 4, 2019
OSAIC FS, INC.
BD
CRD#: 3870
PHILADELPHIA, PA
Past
August 23, 2018 - May 21, 2020
OSAIC FA, INC.
BD
CRD#: 3978
Wilmington, DE
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
California(7/8/2022)
RR
Connecticut(9/2/2025)
RR
Delaware(6/19/2020)
RR
District of Columbia(9/9/2022)
RR
Florida(6/19/2020)
RR
Illinois(6/21/2022)
RR
Maryland(6/19/2020)
RR
Massachusetts(11/13/2024)
RR
Minnesota(3/13/2025)
RR
New Hampshire(7/1/2025)
RR
New Jersey(6/19/2020)
IAR
New Jersey(3/31/2025)
RR
New York(6/19/2020)
RR
North Carolina(7/7/2022)
RR
Ohio(5/20/2023)
RR
Pennsylvania(6/19/2020)
IAR
Pennsylvania(3/31/2025)
RR
South Dakota(4/2/2025)
IAR
Texas(1/13/2026)
RR
Virginia(9/25/2023)
RR
Washington(7/8/2022)
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Haddon Township, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
