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Jeremy Branson Strong

Strategic Advisers LLC

Draper, UT

Salt Lake City, 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

Draper, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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. Woodland Hills CA 09/1999 Present
Strategic Advisers Woodland Hills CA 09/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/1999 → Present
    Fidelity Brokerage Services, Llc.
    Woodland Hills, CA
  • 09/1999 → Present
    Strategic Advisers
    Woodland Hills, CA
  • 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
    Draper, UT
  • 2003-07-21 → 2018-07-13
    Strategic Advisers Llc
    Thousand Oaks, CA
    Salt Lake City, UT
    Woodland Hills, CA
Other Businesses

OBA-109236|OrgNmn:Tell Me, LLC|Org Addr:Draper,Utah,US|OBA Nature:My wife is starting a company |Invst Rel:N|Title:Partner|Duties:I would be listed as a member on the LLC. My wife is starting the company and I would have limited responsibilities that include advising and |StrtDt:05-06-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-02
S63 Uniform Securities Agent State Law Examination 2000-05-11
  • S66 Uniform Combined State Law Examination
    2003-07-02
  • S63 Uniform Securities Agent State Law Examination
    2000-05-11

View on SEC IAPD

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