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Jefferson Franklin Borner

Strategic Advisers LLC

Salt Lake City, UT

Bountiful, 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 2025-10-29
UT RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29
  • UT RA
    APPROVED
    Since 2025-10-29

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Bountiful, 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 Brokerage Services, Llc American Fork UT 01/2019 10/2020
Summer Rae Llc Draper UT 01/2018 01/2019
Pinnacle Youth Services West Jordan UT 10/2017 09/2018
Brio Energy Llc Sandy UT 10/2017 12/2017
Pentalon Construction Sandy UT 06/2017 10/2017
Borner Construction Works Llc Mccall ID 05/2017 09/2018
Ssi Logan UT 10/2016 05/2017
Utah State University Logan UT 08/2016 05/2017
Fidelity Investments Salt Lake City UT 09/2023 Present
Jacobsen Real Estate Millcreek UT 07/2020 04/2021
Summer Rae Llc Bountiful UT 04/2021 09/2023
  • 01/2019 → 10/2020
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 01/2018 → 01/2019
    Summer Rae Llc
    Draper, UT
  • 10/2017 → 09/2018
    Pinnacle Youth Services
    West Jordan, UT
  • 10/2017 → 12/2017
    Brio Energy Llc
    Sandy, UT
  • 06/2017 → 10/2017
    Pentalon Construction
    Sandy, UT
  • 05/2017 → 09/2018
    Borner Construction Works Llc
    Mccall, ID
  • 10/2016 → 05/2017
    Ssi
    Logan, UT
  • 08/2016 → 05/2017
    Utah State University
    Logan, UT
  • 09/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2020 → 04/2021
    Jacobsen Real Estate
    Millcreek, UT
  • 04/2021 → 09/2023
    Summer Rae Llc
    Bountiful, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
S63 Uniform Securities Agent State Law Examination 2023-10-13
  • S66 Uniform Combined State Law Examination
    2025-10-27
  • S63 Uniform Securities Agent State Law Examination
    2023-10-13
Other Names
  • Jefferson Franklin Borner
  • Jefferson Borner

View on SEC IAPD

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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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