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Julie Cornell Barlow

Strategic Advisers LLC

South Jordan, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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 Brokerage Services Llc. Atlanta GA 08/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2003 → Present
    Fidelity Brokerage Services Llc.
    Atlanta, GA
  • 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
  • 2003-11-19 → 2018-07-13
    Strategic Advisers Llc
    Cary, NC
    Weston, FL
    Cary, NC
    Weston, FL
    Ft. Lauderdale, FL
    Altanta, GA
    Covington, KY
    Cary, NC
    Weston, FL
    Weston, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-06
S63 Uniform Securities Agent State Law Examination 1998-05-01
  • S66 Uniform Combined State Law Examination
    2003-10-06
  • S63 Uniform Securities Agent State Law Examination
    1998-05-01
Other Names
  • Julie Anne Cornell
  • Julie Anne Cornell-Armengol

View on SEC IAPD

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Other Investors

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Michael Phillip Owen
Melissa Ann Child
Robert Merrill Lym
Matthew Edward Elson
ROBERT RANDALL GOGGINS
BRIAN NEIL SLADE
LEX JOHN DROLLINGER

Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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