Mathew Jackson

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 07/2017
  Fidelity Investments
  American Fork, UT
• 05/2026 → Present
  Facet
  West Palm Beach, FL
• 07/2017 → 03/2022
  E*Trade Securities Llc
  Sandy, UT
• 07/2017 → 03/2022
  E*Trade Capital Management Llc
  Sandy, UT
• 03/2022 → 05/2026
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → 05/2026
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-31 → 2026-04-23
  Strategic Advisers Llc
  South Jordan, UT
  Salt Lake City, UT
  Boston, MA
• 2022-04-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City,, UT
• 2017-08-03 → 2022-03-22
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
• 2013-09-27 → 2017-07-28
  Strategic Advisers Llc
  American Fork, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2013-09-15
• S63 Uniform Securities Agent State Law Examination
  2012-05-11

Designations

• Certified Financial Planner

Other Names

• Matt Robert Jackson
• Mathew Robert Jackson
• Mathew Jackson