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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

South Jordan, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
U.S Department Of Agriculture Cedar City UT 06/2021 09/2021
B Romrell Construction Inc Riverton UT 08/2017 09/2017
Everything Exterior Llc Cedar City UT 09/2018 05/2019
Church Of Jesus Christ Of Latter-Day Saints Des Moines IA 08/2015 08/2017
U.S. Department Of Agriculture Cedar City UT 05/2020 08/2020
America First Credit Union Draper UT 02/2018 09/2018
Everything Exterior Llc Cedar City UT 09/2019 05/2020
Aecom Salt Lake City UT 07/2022 08/2024
Off-Campus Property Management Cedar City UT 04/2020 06/2021
Southern Utah University Cedar City UT 09/2021 05/2022
U.S. Department Of Agriculture Cedar City UT 05/2019 08/2019
Fidelity Investments Salt Lake City UT 08/2024 Present
Everything Exterior Llc Cedar City UT 09/2020 05/2021
Sunrise Engineering Cedar City UT 01/2022 07/2022
Everything Exterior Llc Cedar City UT 09/2021 12/2021
Southern Utah University Cedar City UT 09/2018 05/2022
Salt Lake Community College Taylorsville UT 01/2018 05/2018
Brigham Young University - Idaho Rexburg UT 09/2017 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 09/2021
    U.S Department Of Agriculture
    Cedar City, UT
  • 08/2017 → 09/2017
    B Romrell Construction Inc
    Riverton, UT
  • 09/2018 → 05/2019
    Everything Exterior Llc
    Cedar City, UT
  • 08/2015 → 08/2017
    Church Of Jesus Christ Of Latter-Day Saints
    Des Moines, IA
  • 05/2020 → 08/2020
    U.S. Department Of Agriculture
    Cedar City, UT
  • 02/2018 → 09/2018
    America First Credit Union
    Draper, UT
  • 09/2019 → 05/2020
    Everything Exterior Llc
    Cedar City, UT
  • 07/2022 → 08/2024
    Aecom
    Salt Lake City, UT
  • 04/2020 → 06/2021
    Off-Campus Property Management
    Cedar City, UT
  • 09/2021 → 05/2022
    Southern Utah University
    Cedar City, UT
  • 05/2019 → 08/2019
    U.S. Department Of Agriculture
    Cedar City, UT
  • 08/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2020 → 05/2021
    Everything Exterior Llc
    Cedar City, UT
  • 01/2022 → 07/2022
    Sunrise Engineering
    Cedar City, UT
  • 09/2021 → 12/2021
    Everything Exterior Llc
    Cedar City, UT
  • 09/2018 → 05/2022
    Southern Utah University
    Cedar City, UT
  • 01/2018 → 05/2018
    Salt Lake Community College
    Taylorsville, UT
  • 09/2017 → 12/2017
    Brigham Young University - Idaho
    Rexburg, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    West Jordan, UT
Other Businesses

OBA-112214|OrgNmn:Blue Osprey LLC|Org Addr:West Jorda,Utah,US|OBA Nature:In 2023 I bought a home and ha|Invst Rel:Y|Title:Property Owner or Property Manage|Duties:Due to the sell of the property there is no activity until the new owners refinance the morgage.|StrtDt:03-20-23|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-13
  • S66 Uniform Combined State Law Examination
    2024-12-13
Other Names
  • Joseph K Jackson
  • Joseph Jackson

View on SEC IAPD

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