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Gregory Mattson

Strategic Advisers LLC

Bonneylake, WA

Seattle, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bonneylake, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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
J.P. Morgan Securities Llc Auburn WA 10/2012 04/2017
Fidelity Brokerage Services Llc Tukwila WA 04/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2012 → 04/2017
    J.P. Morgan Securities Llc
    Auburn, WA
  • 04/2017 → Present
    Fidelity Brokerage Services Llc
    Tukwila, WA
  • 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
    Bonneylake, WA
    Seattle, WA
  • 2017-06-01 → 2018-07-13
    Strategic Advisers Llc
    Tukwila, WA
    Seattle, WA
  • 2012-10-01 → 2017-04-20
    J.P. Morgan Securities Llc
    Enumclaw, WA
    Auburn, WA
    Auburn, WA
    Auburn, WA
    Covington, WA
  • 2009-09-23 → 2012-10-01
    Chase Investment Services Corp.
    Enumclaw, WA
    Federal Way,, WA
    Auburn, WA
    Auburn, WA
    Kent, WA
    Covington, WA
    Maple Valley, WA
    Enumclaw, WA
    Auburn, WA
  • 2008-05-27 → 2009-03-04
    Securian Financial Services, Inc.
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-14
  • S66 Uniform Combined State Law Examination
    2008-05-14
Other Names
  • Greg Mattson
  • Greg William Mattson
  • Gregory William Mattson

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