JACOB EPSTEIN is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-04-26 | 2025-03-31 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2018-02-26 | 2022-03-15 | — |