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Joshua Bryant Gordon

Strategic Advisers LLC

Salt Lake City, UT

South Weber, 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

South Weber, 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 Salt Lake City UT 01/2019 Present
The Boyer Company Llc Salt Lake City UT 09/2018 12/2018
Safe N Sound Swimming Seattle WA 08/2015 08/2018
The Boyer Company Llc Salt Lake City UT 06/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 09/2018 → 12/2018
    The Boyer Company Llc
    Salt Lake City, UT
  • 08/2015 → 08/2018
    Safe N Sound Swimming
    Seattle, WA
  • 06/2017 → 08/2017
    The Boyer Company Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-97072|OrgNmn:Gordon Capital, LLC|Org Addr:South Webe,Utah,US|OBA Nature:Renting a property|Invst Rel:Y|Title:Sole Proprietor|Duties:Landlord of a rental property|StrtDt:|TotHrs/mon:10|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-13
S63 Uniform Securities Agent State Law Examination 2019-04-09
  • S66 Uniform Combined State Law Examination
    2019-08-13
  • S63 Uniform Securities Agent State Law Examination
    2019-04-09
Other Names
  • Joshua Bryant Gordon
  • Joshua Gordon

View on SEC IAPD

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MICHAEL GENE MEYER
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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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