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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-23
UT RA APPROVED 2025-12-23
  • TX RA
    APPROVED
    Since 2025-12-23
  • UT RA
    APPROVED
    Since 2025-12-23

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, 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
Nordstrom Murray UT 02/2019 07/2024
Watts Up Ev Charging Salt Lake City UT 02/2024 01/2025
Fidelity Investments Salt Lake City UT 06/2025 Present
Steffensen Drywall Salt Lake City UT 03/2015 06/2025
Inmotion Junior Golf Salt Lake City UT 02/2017 08/2018
  • 02/2019 → 07/2024
    Nordstrom
    Murray, UT
  • 02/2024 → 01/2025
    Watts Up Ev Charging
    Salt Lake City, UT
  • 06/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2015 → 06/2025
    Steffensen Drywall
    Salt Lake City, UT
  • 02/2017 → 08/2018
    Inmotion Junior Golf
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-17
  • S66 Uniform Combined State Law Examination
    2025-12-17
Other Names
  • Jackson Beck

View on SEC IAPD

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