UBS Financial Services
29yrs
Top 18% by experience in Tennessee
13yrs
Jacob Dotson is a fiduciary financial advisor in Piperton, Tennessee, with 13 years in the industry. After two years at Fidelity Personal and Workplace Advisors and seven years at Charles Schwab & CO., Jacob joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Jacob holds the CFP® designation.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 70% of advisors at Strategic Advisers
OfficePiperton, TN
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Sep 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2023Charles Schwab & CO., Inc.Previously
- Jun 2015 – Jun 2016Raymond James & Associates, Inc.Previously
- Oct 2013 – May 2015Securian Financial Services, Inc.Previously
Contact Jacob
Piperton, TNOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs 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 Dotson. Jacob works from the Piperton, TN office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2013, about 13 years. More experience than 70% of advisors at Strategic Advisers.
What licenses does Jacob hold?
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.