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Joshua Aaron Jones

Strategic Advisers LLC

Salt Lake City, UT

Bluffdale, 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 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Bluffdale, 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 American Fork UT 03/2011 06/2017
Benjamin Gantt Tallahassee FL 07/2017 07/2020
Northwestern Mutual Investment Services Llc Tallahassee FL 01/2018 07/2020
Bryson Bard Tallahassee FL 09/2018 07/2020
Fidelity Investments Salt Lake City UT 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2011 → 06/2017
    Fidelity Investments
    American Fork, UT
  • 07/2017 → 07/2020
    Benjamin Gantt
    Tallahassee, FL
  • 01/2018 → 07/2020
    Northwestern Mutual Investment Services Llc
    Tallahassee, FL
  • 09/2018 → 07/2020
    Bryson Bard
    Tallahassee, FL
  • 08/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-107781|OrgNmn:JJ's Baked Goods|Org Addr:Bluffdale,Utah,US|OBA Nature:Baked Goods|Invst Rel:N|Title:Sole Proprietor|Duties:Baking|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-64955|OrgNmn:Joshua Aaron Jones|Org Addr:Bluffdale,Utah,US|OBA Nature:If any of my writing gets publ|Invst Rel:N|Title:Aspiring Author|Duties:Just time spent outlining, drafting, writing and editing my stories. Working with writing groups for support and advice on writing.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-25
S63 Uniform Securities Agent State Law Examination 2011-06-13
  • S66 Uniform Combined State Law Examination
    2020-11-25
  • S63 Uniform Securities Agent State Law Examination
    2011-06-13
Other Names
  • Josh A. Jones
  • Joshua Aaron Jones
  • Joshua A Jones
  • Josh Jones
  • Joshua A Jones
  • Joshua Jones

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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