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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Glendale, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Jpmorgan Chase Bank Salt Lake City UT 06/2015 12/2017
Jpmorgan Securities, Llc Salt Lake City UT 07/2015 12/2017
U.S. Bancorp Investments, Inc. Layton UT 12/2017 06/2022
U.S. Bank Layton UT 12/2017 06/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 06/2022 12/2024
Bank Of America, N.A. Ogden UT 07/2022 12/2024
Fidelity Investments Greenwood Village CO 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 12/2017
    Jpmorgan Chase Bank
    Salt Lake City, UT
  • 07/2015 → 12/2017
    Jpmorgan Securities, Llc
    Salt Lake City, UT
  • 12/2017 → 06/2022
    Layton, UT
  • 12/2017 → 06/2022
    U.S. Bank
    Layton, UT
  • 06/2022 → 12/2024
    Ogden, UT
  • 07/2022 → 12/2024
    Bank Of America, N.A.
    Ogden, UT
  • 12/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-31
S63 Uniform Securities Agent State Law Examination 2015-04-27
  • S65 Uniform Investment Adviser Law Examination
    2022-05-31
  • S63 Uniform Securities Agent State Law Examination
    2015-04-27
Designations
Other Names
  • John Mark Craner

View on SEC IAPD

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