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Marcus Scott De Jonge

Strategic Advisers LLC

South Salt Lake, 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

South Salt Lake, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Discover Financial Services Salt Lake City UT 08/2018 06/2021
Orange Legal Technologies Salt Lake City UT 01/2018 07/2018
Wells Fargo Bank Salt Lake City UT 10/2017 04/2018
Davis School District Kaysville UT 12/2016 09/2017
Davis High School Kaysville UT 08/2014 06/2017
Fidelity Investments Salt Lake City UT 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 06/2021
    Discover Financial Services
    Salt Lake City, UT
  • 01/2018 → 07/2018
    Orange Legal Technologies
    Salt Lake City, UT
  • 10/2017 → 04/2018
    Wells Fargo Bank
    Salt Lake City, UT
  • 12/2016 → 09/2017
    Davis School District
    Kaysville, UT
  • 08/2014 → 06/2017
    Davis High School
    Kaysville, UT
  • 06/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-67008|OrgNmn:sticker/card vending machine|Org Addr:kaysville,Utah,US|OBA Nature:selling cards and stickers|Invst Rel:N|Title:stocker/collector |Duties:stocking the machines with cards/stickers and collecting the funds from the sales |StrtDt:03-08-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
S63 Uniform Securities Agent State Law Examination 2022-01-11
  • S66 Uniform Combined State Law Examination
    2023-02-17
  • S63 Uniform Securities Agent State Law Examination
    2022-01-11
Other Names
  • Marcus Scott De Jonge
  • Marcus De Jonge

View on SEC IAPD

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