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Jeffrey A Edwards

Strategic Advisers LLC

Salt Lake City, UT

South Jordan, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

279 West South Temple, Salt Lake City, UT 84101-1333 • United States

South Jordan, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Salt Lake City UT 07/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2007 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    South Jordan, UT
  • 2007-08-14 → 2018-07-13
    Strategic Advisers Llc
    Bellevue, WA
    Salt Lake City, UT
    Tukwila, WA
    Glendale, AZ
    Salt Lake City, UT
  • 2006-12-11 → 2007-07-11
    Lifetime Financial
    Highland, UT
  • 2006-01-23 → 2006-09-28
    Chase Investment Services Corp.
    West Jordan, UT
    Salt Lake City, UT
    Sandy, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-19
S63 Uniform Securities Agent State Law Examination 2000-08-29
  • S66 Uniform Combined State Law Examination
    2006-01-19
  • S63 Uniform Securities Agent State Law Examination
    2000-08-29
Other Names
  • Jeffrey Allen Edwards

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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