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Zachary Paul Bown

Strategic Advisers LLC

Salt Lake City, UT

South Jordan, 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

279 West South Temple, Salt Lake City, UT 84101-1333 • United States

South Jordan, 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
State Of Utah - Cenral Utah Correctional Facility Gunnison UT 03/2015 10/2017
Utah State University Logan UT 08/2015 05/2017
State Of Utah - Utah State Prison Draper UT 10/2017 03/2019
Fidelity Brokerage Services Llc American Fork UT 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 10/2017
    State Of Utah - Cenral Utah Correctional Facility
    Gunnison, UT
  • 08/2015 → 05/2017
    Utah State University
    Logan, UT
  • 10/2017 → 03/2019
    State Of Utah - Utah State Prison
    Draper, UT
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-06
  • S66 Uniform Combined State Law Examination
    2019-07-06
Other Names
  • Zachary Paul Bown
  • Zachary Bown

View on SEC IAPD

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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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