Jackson Barnhisel

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 09/2019 → 05/2021
  Bank Of The West
  Cottonwood Heights, UT
• 02/2018 → 09/2019
  Bank Of The West
  Cottonwood Heights, UT
• 08/2017 → 01/2018
  Vasa Fitness
  West Jordan, UT
• 05/2017 → 08/2017
  Pw Companies
  Poipu, HI
• 10/2016 → 05/2017
  Mom's Cafe At The University Of Utah
  Salt Lake City, UT
• 09/2016 → 10/2016
  Topgolf
  Midvale, UT
• 01/2016 → 09/2016
  Corner Canyon High And University Of Utah
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2021-08-31

Other Names

• Jackson Ray Barnhisel
• Jackson Barnhisel