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Ashley Larsen

Strategic Advisers LLC

Farmington, 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_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Farmington, 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
Wells Fargo Clearing Services, Llc Provo UT 01/2011 04/2019
A1 Distributing Salt Lake City UT 04/2019 07/2019
Wells Fargo Bank Na Provo UT 09/2002 04/2019
Unemployed Farmington UT 08/2019 11/2019
Jp Morgan Securities, Llc Lehi UT 12/2019 04/2023
Jp Morgan Chase Bank, N.A. Lehi UT 12/2019 04/2023
Fidelity Investments Salt Lake City UT 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → 04/2019
    Wells Fargo Clearing Services, Llc
    Provo, UT
  • 04/2019 → 07/2019
    A1 Distributing
    Salt Lake City, UT
  • 09/2002 → 04/2019
    Wells Fargo Bank Na
    Provo, UT
  • 08/2019 → 11/2019
    Unemployed
    Farmington, UT
  • 12/2019 → 04/2023
    Jp Morgan Securities, Llc
    Lehi, UT
  • 12/2019 → 04/2023
    Jp Morgan Chase Bank, N.A.
    Lehi, UT
  • 04/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-12-11 → 2023-04-22
    J.P. Morgan Securities Llc
    Lehi, UT
    Draper, UT
    Park City, UT
    Riverton, UT
    Draper, UT
  • 2011-01-03 → 2019-04-10
    Wells Fargo Clearing Services, Llc
    Provo, UT
    Salt Lake City, UT
    Bountiful, UT
    Ogden, UT
  • 2009-10-05 → 2011-01-03
    Wells Fargo Investments, Llc
    Bountiful, UT
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-24
  • S66 Uniform Combined State Law Examination
    2009-09-24
Other Names
  • Ash Larsen
  • Ashley Robert Larsen

View on SEC IAPD

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