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Jayson Brandner

Strategic Advisers LLC

Salt Lake City, UT

Eagle Mountain, 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

Eagle Mountain, 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
The Church Of Jesus Christ Of Latter Day Saints San Diego CA 11/2014 11/2016
Amc Provo UT 11/2016 05/2017
United Healthcare - National Medtrans Orem UT 05/2017 10/2020
Transword Llc Salt Lake City UT 10/2020 03/2021
Fidelity Investments American Fork UT 03/2021 Present
Utah Valley University Orem UT 01/2017 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 11/2016
    The Church Of Jesus Christ Of Latter Day Saints
    San Diego, CA
  • 11/2016 → 05/2017
    Amc
    Provo, UT
  • 05/2017 → 10/2020
    United Healthcare - National Medtrans
    Orem, UT
  • 10/2020 → 03/2021
    Transword Llc
    Salt Lake City, UT
  • 03/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 01/2017 → 05/2020
    Utah Valley University
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
S63 Uniform Securities Agent State Law Examination 2021-08-13
  • S66 Uniform Combined State Law Examination
    2023-11-29
  • S63 Uniform Securities Agent State Law Examination
    2021-08-13
Other Names
  • Jayson Donavan Brandner
  • Jayson Brandner

View on SEC IAPD

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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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