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Jeffrey Bryce Havemann

Strategic Advisers LLC

Salt Lake City, UT

Herriman, 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

Herriman, 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
Zurixx Salt Lake City UT 02/2014 09/2019
Fidelity Brokerage Services Llc Salt Lake City UT 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 09/2019
    Zurixx
    Salt Lake City, UT
  • 09/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-25
  • S66 Uniform Combined State Law Examination
    2020-06-25
Other Names
  • Jeffrey Bryce Havemann
  • Jeffrey Havemann

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
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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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