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Jared Carter

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
Fidelity Investments American Fork UT 11/2020 Present
Avtech Capital Cottonwood Heights UT 09/2019 10/2020
Freshlime Lehi UT 06/2018 09/2019
Mv Property Management Logan UT 05/2014 05/2018
Utah State University Logan UT 08/2008 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 09/2019 → 10/2020
    Avtech Capital
    Cottonwood Heights, UT
  • 06/2018 → 09/2019
    Freshlime
    Lehi, UT
  • 05/2014 → 05/2018
    Mv Property Management
    Logan, UT
  • 08/2008 → 06/2018
    Utah State University
    Logan, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-17081|OrgNmn:Realty Path|Org Addr:Sandy,Utah,US|OBA Nature:Real Estate, Purchase and sell|Invst Rel:Y|Title:Real Estate Agent|Duties:Work with clients to sell and buy houses.|StrtDt:11-19-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
S63 Uniform Securities Agent State Law Examination 2021-03-08
  • S66 Uniform Combined State Law Examination
    2022-10-24
  • S63 Uniform Securities Agent State Law Examination
    2021-03-08
Other Names
  • Jared Reuben Carter
  • Jared Carter

View on SEC IAPD

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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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