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Jonathan Knowles Meagher

Strategic Advisers LLC

Salt Lake City, UT

Millcreek, 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

Millcreek, 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
Ascentium Capital: Subsidiary Of Regions Bank Dover NH 07/2019 08/2021
Ocean House Management/Weekapaug Inn Restaruant Westerly RI 05/2016 01/2019
University Of New Hampshire Durham NH 01/2019 05/2019
University Of New Hampshire Durham NH 09/2016 05/2017
Fidelity Investments Merrimack NH 09/2021 Present
The University Of New Hampshire Durham NH 08/2015 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 08/2021
    Ascentium Capital: Subsidiary Of Regions Bank
    Dover, NH
  • 05/2016 → 01/2019
    Ocean House Management/Weekapaug Inn Restaruant
    Westerly, RI
  • 01/2019 → 05/2019
    University Of New Hampshire
    Durham, NH
  • 09/2016 → 05/2017
    University Of New Hampshire
    Durham, NH
  • 09/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2015 → 12/2020
    The University Of New Hampshire
    Durham, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Salt Lake City, UT
    Millcreek, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2022-09-26
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04

View on SEC IAPD

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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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