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Jeffrey Rodgers

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
Thumbtack, Inc. Draper UT 08/2014 04/2020
Carta Inc. Salt Lake City UT 06/2022 06/2023
Unemployed Salt Lake City UT 04/2020 08/2020
Fidelity Investments Salt Lake City UT 03/2024 Present
Gopuff Inc. Salt Lake City UT 08/2021 06/2022
Unemployed Salt Lake City UT 06/2023 03/2024
Morgan Stanley South Jordan UT 08/2020 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 04/2020
    Thumbtack, Inc.
    Draper, UT
  • 06/2022 → 06/2023
    Carta Inc.
    Salt Lake City, UT
  • 04/2020 → 08/2020
    Unemployed
    Salt Lake City, UT
  • 03/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2021 → 06/2022
    Gopuff Inc.
    Salt Lake City, UT
  • 06/2023 → 03/2024
    Unemployed
    Salt Lake City, UT
  • 08/2020 → 08/2021
    Morgan Stanley
    South Jordan, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-05
  • S66 Uniform Combined State Law Examination
    2024-06-05
Other Names
  • Jeffrey Russell Rodgers
  • Jeff R Rodgers
  • Jeffrey Rodgers
  • Jeffrey R Rodgers

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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