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Jack Mitchell Myers

Strategic Advisers LLC

Springville, UT

CRD 7256161

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Springville, 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
Bamboohr Lindon UT 07/2019 03/2020
Midwestern University Glendale AZ 08/2017 07/2019
Elm Las Vegas NV 02/2017 08/2017
Unemployed Las Vegas NV 04/2016 02/2017
Fidelity Investments American Fork UT 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 03/2020
    Bamboohr
    Lindon, UT
  • 08/2017 → 07/2019
    Midwestern University
    Glendale, AZ
  • 02/2017 → 08/2017
    Elm
    Las Vegas, NV
  • 04/2016 → 02/2017
    Unemployed
    Las Vegas, NV
  • 05/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-15902|OrgNmn:Amway|Org Addr:Ada,Michigan,US|OBA Nature:Provide opportunity/sell produ|Invst Rel:N|Title:Independent Business Owner|Duties:Service retail clients. Team building and training responsibilities.|StrtDt:12-14-19|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-17
  • S66 Uniform Combined State Law Examination
    2020-11-17
Other Names
  • Jack Mitchell Myers
  • Mitch Myers
  • Jack Myers

View on SEC IAPD

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