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Jacob Steven Williams

Strategic Advisers LLC

North Salt Lake, UT

Salt Lake City, 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 2025-08-07
UT RA APPROVED 2025-08-07
  • TX RA
    APPROVED
    Since 2025-08-07
  • UT RA
    APPROVED
    Since 2025-08-07

Branch Locations

North Salt Lake, 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
Fidelity Investments Salt Lake City UT 04/2025 Present
Victory Ranch Club Kamas UT 05/2019 08/2020
Unemployed Kamas UT 07/2016 10/2017
Unemployed Kamas UT 05/2021 03/2023
Gnc Logan UT 04/2023 04/2025
Deer Valley Ski Resort Park City UT 11/2017 04/2021
  • 04/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2019 → 08/2020
    Victory Ranch Club
    Kamas, UT
  • 07/2016 → 10/2017
    Unemployed
    Kamas, UT
  • 05/2021 → 03/2023
    Unemployed
    Kamas, UT
  • 04/2023 → 04/2025
    Gnc
    Logan, UT
  • 11/2017 → 04/2021
    Deer Valley Ski Resort
    Park City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-31
  • S66 Uniform Combined State Law Examination
    2025-07-31
Other Names
  • Jacob Williams

View on SEC IAPD

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