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Steven Lee Jackson

Strategic Advisers LLC

South Jordan, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Jordan, 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 Brokerage Services, Inc. Salt Lake City UT 11/1993 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/1993 → Present
    Fidelity Brokerage Services, Inc.
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    South Jordan, UT
  • 2006-08-14 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-110698|OrgNmn:Acumen Fiscal Agent|Org Addr:Orem,Utah,US|OBA Nature:Provide care for special needs|Invst Rel:N|Title:Employee|Duties:Care during holidays where his day program is closed|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-9764|OrgNmn:Steven Jackson|Org Addr:South Jord,Utah,US|OBA Nature:Investment property ownership|Invst Rel:Y|Title:Owner|Duties:Manage the property and maintenance|StrtDt:02-17-17|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-14
S63 Uniform Securities Agent State Law Examination 1993-12-17
  • S66 Uniform Combined State Law Examination
    2006-03-14
  • S63 Uniform Securities Agent State Law Examination
    1993-12-17

View on SEC IAPD

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