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Joshua R. Spackman

Strategic Advisers LLC

Salt Lake City, UT

Provo, 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 2026-04-17
UT RA APPROVED 2026-04-17
  • TX RA
    APPROVED
    Since 2026-04-17
  • UT RA
    APPROVED
    Since 2026-04-17

Branch Locations

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

Provo, 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
Fidelity Investments Salt Lake City UT 01/2026 Present
Alter Domus Salt Lake City UT 06/2025 12/2025
Wells Fargo Spanish Fork UT 11/2021 04/2023
Unemployed Spanish Fork UT 01/2015 04/2017
Unemployed Spanish Fork UT 06/2019 11/2021
Angel Advocates Orem UT 08/2024 06/2025
Provo Missionary Training Center Provo UT 04/2023 04/2024
Huhot Mongolian Grill Spanish Fork UT 04/2017 06/2019
Ashby Management Group Sandy UT 04/2024 08/2024
Brigham Young University Provo UT 01/2022 12/2025
  • 01/2026 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2025 → 12/2025
    Alter Domus
    Salt Lake City, UT
  • 11/2021 → 04/2023
    Wells Fargo
    Spanish Fork, UT
  • 01/2015 → 04/2017
    Unemployed
    Spanish Fork, UT
  • 06/2019 → 11/2021
    Unemployed
    Spanish Fork, UT
  • 08/2024 → 06/2025
    Angel Advocates
    Orem, UT
  • 04/2023 → 04/2024
    Provo Missionary Training Center
    Provo, UT
  • 04/2017 → 06/2019
    Huhot Mongolian Grill
    Spanish Fork, UT
  • 04/2024 → 08/2024
    Ashby Management Group
    Sandy, UT
  • 01/2022 → 12/2025
    Brigham Young University
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-09
  • S66 Uniform Combined State Law Examination
    2026-04-09
Other Names
  • Joshua Spackman
  • Joshua Ryan Spackman

View on SEC IAPD

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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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