JACOB KAUFMAN is an investment adviser representative (IAR) with state registration records since 2023, 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 | 2023-08-30 | 2025-03-31 | — |
| MONEY CONCEPTS CAPITAL CORP | 2023-03-20 | 2023-07-10 | — |