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Jacob Nelson

Strategic Advisers LLC

Salt Lake City, UT

Payson, 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

Payson, 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 Springville UT 04/2021 Present
Audio Enhancement West Jordan UT 01/2021 04/2021
Utah Valley University Orem UT 08/2020 01/2021
Oregon Employment Department Willsonville OR 06/2020 08/2020
Consumer Cellular Beaverton OR 05/2020 06/2020
Utah Valley University Orem UT 08/2019 05/2020
Edge Pest Control Orem UT 05/2019 08/2019
Utah Valley University Orem UT 01/2019 05/2019
Unemployed Springville UT 11/2018 01/2019
The Results Companies Provo UT 06/2018 11/2018
Marquee It Springville UT 05/2018 06/2018
Springville High School Springville UT 08/2017 05/2018
Brio Energy Provo UT 05/2017 09/2017
Springville High School Springville UT 01/2011 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → Present
    Fidelity Investments
    Springville, UT
  • 01/2021 → 04/2021
    Audio Enhancement
    West Jordan, UT
  • 08/2020 → 01/2021
    Utah Valley University
    Orem, UT
  • 06/2020 → 08/2020
    Oregon Employment Department
    Willsonville, OR
  • 05/2020 → 06/2020
    Consumer Cellular
    Beaverton, OR
  • 08/2019 → 05/2020
    Utah Valley University
    Orem, UT
  • 05/2019 → 08/2019
    Edge Pest Control
    Orem, UT
  • 01/2019 → 05/2019
    Utah Valley University
    Orem, UT
  • 11/2018 → 01/2019
    Unemployed
    Springville, UT
  • 06/2018 → 11/2018
    The Results Companies
    Provo, UT
  • 05/2018 → 06/2018
    Marquee It
    Springville, UT
  • 08/2017 → 05/2018
    Springville High School
    Springville, UT
  • 05/2017 → 09/2017
    Brio Energy
    Provo, UT
  • 01/2011 → 05/2017
    Springville High School
    Springville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-22
S63 Uniform Securities Agent State Law Examination 2021-08-18
  • S66 Uniform Combined State Law Examination
    2023-09-22
  • S63 Uniform Securities Agent State Law Examination
    2021-08-18
Other Names
  • Jacob Sawyer Nelson
  • Jacob Nelson

View on SEC IAPD

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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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