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Jeff Whyte

Strategic Advisers LLC

Salt Lake City, UT

Murray, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Murray, 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
OrganizationCityStateFromTo
E*Trade Securities Llc Sandy UT 07/2016 05/2017
Morgan Stanley South Jordan UT 05/2017 11/2018
Wells Fargo Clearing Services Salt Lake City UT 11/2018 06/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Taylorsville UT 06/2020 12/2021
Bank Of America, N.A. Taylorsville UT 06/2020 12/2021
Fidelity Investments Salt Lake City UT 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 05/2017
    E*Trade Securities Llc
    Sandy, UT
  • 05/2017 → 11/2018
    Morgan Stanley
    South Jordan, UT
  • 11/2018 → 06/2020
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 06/2020 → 12/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Taylorsville, UT
  • 06/2020 → 12/2021
    Bank Of America, N.A.
    Taylorsville, UT
  • 01/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-10
S63 Uniform Securities Agent State Law Examination 2016-12-06
  • S66 Uniform Combined State Law Examination
    2017-08-10
  • S63 Uniform Securities Agent State Law Examination
    2016-12-06
Other Names
  • Jeffrey Robert Whyte
  • Jeff Robert Whyte
  • Jeff Whyte
  • Jeff R Whyte

View on SEC IAPD

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RUN VENTURES · SALT LAKE CITY, UT
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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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