AARON D. JACOBY is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-02-17 | 2025-03-31 | — |
| PLANMEMBER SECURITIES CORPORATION | 2019-08-28 | 2020-12-07 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-05-13 | 2019-05-09 | — |