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Jeffrey Robert Benson

Strategic Advisers LLC

Salt Lake City, UT

Vineyard, 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

Vineyard, 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
Edward Jones St Louis MO 01/2020 12/2023
Blu Line Designs Sandy UT 07/2018 12/2019
Unemployed Vineyard UT 06/2019 07/2019
Northland Design Group Provo UT 06/2017 05/2019
Mgb+A The Grassli Group Salt Lake City UT 03/2013 06/2017
Fidelity Investments Salt Lake City UT 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 12/2023
    Edward Jones
    St Louis, MO
  • 07/2018 → 12/2019
    Blu Line Designs
    Sandy, UT
  • 06/2019 → 07/2019
    Unemployed
    Vineyard, UT
  • 06/2017 → 05/2019
    Northland Design Group
    Provo, UT
  • 03/2013 → 06/2017
    Mgb+A The Grassli Group
    Salt Lake City, UT
  • 01/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-03-11 → 2023-12-31
    Edward Jones
    Draper, UT
    Vineyard, UT
    Vineyard, UT
    St Louis, MO
    Vineyard, UT
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-09
  • S66 Uniform Combined State Law Examination
    2020-03-09
Other Names
  • Jeffrey Robert Benson
  • Jeffrey Benson

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
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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