Jeffery J. Taylor

Strategic Advisers LLC

Spanish Fork, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

Spanish Fork, 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

Organization	City	State	From	To
Fidelity Investments	American Fork	UT	05/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2011 → Present

Fidelity Investments

American Fork, 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

Spanish Fork, UT
2016-03-01 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

Other Businesses

OBA-131200|OrgNmn:ardinal LLC - doing business as - Flight Science Utah|Org Addr:Spanish Fo,Utah,US|OBA Nature:Retail commission for selling |Invst Rel:N|Title:Sales|Duties:Develoop English technical materials, videos, sales and marketing materials.|StrtDt:07-27-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-02-17
S63	Uniform Securities Agent State Law Examination	2011-08-09

S66 Uniform Combined State Law Examination

2016-02-17
S63 Uniform Securities Agent State Law Examination

2011-08-09

Other Names

Jay Taylor
Jeffery Jay Taylor

View on SEC IAPD

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