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Jose Machuca

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, 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

Salt Lake City, 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
California State University Fullerton Fullerton CA 08/2019 06/2021
El Camino College Torrance CA 08/2014 06/2019
Thrivent Investment Management Inc Scottsdale AZ 06/2020 02/2021
Fidelity Investment Salt Lake City UT 10/2021 Present
Unemployed Los Angeles CA 07/2021 09/2021
Super Tacos Los Angeles CA 03/2021 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 06/2021
    California State University Fullerton
    Fullerton, CA
  • 08/2014 → 06/2019
    El Camino College
    Torrance, CA
  • 06/2020 → 02/2021
    Thrivent Investment Management Inc
    Scottsdale, AZ
  • 10/2021 → Present
    Fidelity Investment
    Salt Lake City, UT
  • 07/2021 → 09/2021
    Unemployed
    Los Angeles, CA
  • 03/2021 → 06/2021
    Super Tacos
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-22
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2023-01-22
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Other Names
  • Jose Gregorio Machuca

View on SEC IAPD

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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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