PNC Wealth Management
45yrs
Top advisor by experience at PNC Wealth Management
21yrs
Based in Parker, Colorado, Jacob Rather is a fiduciary financial advisor with 21 years of industry experience. Jacob joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and a year at TD Ameritrade. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 142 advisors with offices in Parker, and one of 137 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?Top 13% by experience at Strategic Advisers
OfficeParker, CO
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2007 – 2018Strategic Advisers LLCPreviously
- Feb 2007 – Nov 2007TD Ameritrade, Inc.Previously
- Feb 2007 – Nov 2007TD Ameritrade Investment Management, LLCPreviously
Contact Jacob
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jacob. Parker, COOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jacob
How do I contact Jacob?
Call Strategic Advisers at (617) 563-7000 and ask for Jacob Rather. Jacob works from the Parker, CO office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2006, about 21 years. Top 13% by experience at Strategic Advisers.
What licenses does Jacob hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jacob for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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