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Mathew Jackson

Facet

South Jordan, UT

West Palm Beach, FL

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Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-28
TX RA APPROVED 2026-05-27
  • UT RA
    APPROVED
    Since 2026-05-28
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

South Jordan, UT • United States

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • 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 02/2012 07/2017
Facet West Palm Beach FL 05/2026 Present
E*Trade Securities Llc Sandy UT 07/2017 03/2022
E*Trade Capital Management Llc Sandy UT 07/2017 03/2022
Fidelity Investments Salt Lake City UT 03/2022 05/2026
Fidelity Investments Boston MA 03/2025 05/2026
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-15
S63 Uniform Securities Agent State Law Examination 2012-05-11
  • S66 Uniform Combined State Law Examination
    2013-09-15
  • S63 Uniform Securities Agent State Law Examination
    2012-05-11
Designations
Other Names
  • Matt Robert Jackson
  • Mathew Robert Jackson
  • Mathew Jackson

View on SEC IAPD

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