Jennifer Beyer

Strategic Advisers LLC

Salt Lake City, 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
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

Kamas, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Lieberman Research Worldwide	Los Angeles	CA	01/2020	05/2021
Medallia	San Mateo	CA	01/2017	11/2019
Morgan Stanley	New York	NY	09/2015	06/2017
Fidelity Investments	Salt Lake City	UT	11/2021	Present
The Experience Connection, Llc	Kamas	UT	12/2019	11/2021
Fidelity Investments	Boston	MA	03/2025	Present

01/2020 → 05/2021

Lieberman Research Worldwide

Los Angeles, CA
01/2017 → 11/2019

Medallia

San Mateo, CA
09/2015 → 06/2017

Morgan Stanley

New York, NY
11/2021 → Present

Fidelity Investments

Salt Lake City, UT
12/2019 → 11/2021

The Experience Connection, Llc

Kamas, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-05-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-10
S63	Uniform Securities Agent State Law Examination	2022-04-21

S66 Uniform Combined State Law Examination

2023-05-10
S63 Uniform Securities Agent State Law Examination

2022-04-21

Other Names

Jennifer Rae Beyer

View on SEC IAPD

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