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Matthew Jordan Mcwilliams

Strategic Advisers LLC

Salt Lake City, UT

Clearfield, 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

Clearfield, 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
Fidelity Brokerage Services Llc Salt Lake UT 05/2020 Present
Zions Bancorporation Salt Lake UT 05/2019 04/2020
Brigham Young University Provo UT 08/2018 04/2019
Mei Rigging And Crating Lehi UT 04/2018 07/2018
Bulwark Pest Control Mesa AZ 04/2016 07/2017
Brigham Young University Provo UT 01/2016 05/2020
Loads Of Love Transportation Lehi UT 02/2019 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Salt Lake, UT
  • 05/2019 → 04/2020
    Zions Bancorporation
    Salt Lake, UT
  • 08/2018 → 04/2019
    Brigham Young University
    Provo, UT
  • 04/2018 → 07/2018
    Mei Rigging And Crating
    Lehi, UT
  • 04/2016 → 07/2017
    Bulwark Pest Control
    Mesa, AZ
  • 01/2016 → 05/2020
    Brigham Young University
    Provo, UT
  • 02/2019 → 04/2019
    Loads Of Love Transportation
    Lehi, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Farmington, UT
Other Businesses

OBA-129742|OrgNmn:Northline Group LLC|Org Addr:Kaysville,Utah,US|OBA Nature:Wholesale B2B broker of both p|Invst Rel:N|Title:Partner|Duties:Developing and maintaining the company's marketing and sales automation systems (AI-driven lead generation, inbound lead qualification, and or|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-03
  • S63 Uniform Securities Agent State Law Examination
    2020-08-03
Designations
Other Names
  • Jordan Mcwilliams
  • Matthew Jordan Mcwilliams
  • Matthew Mcwilliams
  • Matthew Jordan Mcwilliams

View on SEC IAPD

Other Firms

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UBS FINANCIAL SERVICES INC.
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D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

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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