Jacob Lyon Yu

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jp Morgan Chase	Murray	UT	11/2019	10/2020
Fidelity Investments	Salt Lake City	UT	11/2020	Present
Salt Lake County (Fairmont Aquatics Center)	Salt Lake City	UT	04/2018	03/2019
The Cottonwood Country Club	Holladay	UT	03/2019	09/2020
Woody's Drive In	Murray	UT	03/2016	11/2016
Cottonwood High School	Holladay	UT	08/2016	05/2017
Olympus High School	Holladay	UT	08/2017	05/2019
Fidelity Investments	Boston	MA	03/2025	Present

11/2019 → 10/2020

Jp Morgan Chase

Murray, UT
11/2020 → Present

Fidelity Investments

Salt Lake City, UT
04/2018 → 03/2019

Salt Lake County (Fairmont Aquatics Center)

Salt Lake City, UT
03/2019 → 09/2020

The Cottonwood Country Club

Holladay, UT
03/2016 → 11/2016

Woody's Drive In

Murray, UT
08/2016 → 05/2017

Cottonwood High School

Holladay, UT
08/2017 → 05/2019

Olympus High School

Holladay, UT
03/2025 → Present

Fidelity Investments

Boston, MA

2024-05-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Diego, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-03
S63	Uniform Securities Agent State Law Examination	2021-05-21