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Jakob Mohr

Strategic Advisers LLC

Salt Lake City, UT

Nibley, 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

Nibley, 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
Mohr Specialties Nibley UT 01/2016 10/2021
Northwestern Mutual Logan UT 05/2020 08/2020
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 10/2021
    Mohr Specialties
    Nibley, UT
  • 05/2020 → 08/2020
    Northwestern Mutual
    Logan, UT
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-64169|OrgNmn:Mohr Specialties |Org Addr:Nibley,Utah,US|OBA Nature:manufactering|Invst Rel:N|Title:Employee|Duties:cleaning of building, basic manufactering tasks|StrtDt:11-03-21|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2022-09-23
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
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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