UBS Financial Services
47yrs
Top advisor by experience in Phoenix
2yrs
Jacob Bello has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Phoenix, Arizona. After less than a year at Fidelity Personal and Workplace Advisors, Jacob joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3240 East Camelback Road, Phoenix, AZ 85018
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.
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
- Nov 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Jacob
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jacob. 3240 East Camelback RoadPhoenix, AZ 85018Office · Get directions
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Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Bello. Jacob works from the Phoenix, AZ office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2024, about 2 years. 2 years in the industry.
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.
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