Best Investors Account Sign in

Jaxon Fillmore

Strategic Advisers LLC

Salt Lake City, UT

Bountiful, UT

Claim This Profile
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

Bountiful, 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 Investments Salt Lake City UT 10/2021 Present
Vivint Inc. Beaumont TX 11/2020 10/2021
Mountain America Credit Union Logan UT 10/2017 01/2021
Logan Growth Advisors Dallas TX 01/2021 03/2021
New York Life Insurance Co. New York NY 06/2020 08/2020
The Church Of Jesus Christ Of Latter-Day Saints Toronto 10/2015 10/2017
Birch Creek Golf Course Smithfield UT 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2020 → 10/2021
    Vivint Inc.
    Beaumont, TX
  • 10/2017 → 01/2021
    Mountain America Credit Union
    Logan, UT
  • 01/2021 → 03/2021
    Logan Growth Advisors
    Dallas, TX
  • 06/2020 → 08/2020
    New York Life Insurance Co.
    New York, NY
  • 10/2015 → 10/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Toronto
  • 06/2018 → 08/2018
    Birch Creek Golf Course
    Smithfield, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-06
  • S66 Uniform Combined State Law Examination
    2022-04-06

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
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

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor