Greg Gardner Jeppsen

Strategic Advisers LLC

South Weber, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

South Weber, 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

Organization	City	State	From	To
Fidelity Investments	Salt Lake City	UT	10/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2011 → Present

Fidelity Investments

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

South Weber, UT
2011-11-08 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

Other Businesses

OBA-105485|OrgNmn:Lille Dal Farm|Org Addr:Mantua,Utah,US|OBA Nature:Farming and agriculture |Invst Rel:N|Title:Partner|Duties:Provide labor for farming activities and suggestions on what to do with the income|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-11-13
S65	Uniform Investment Adviser Law Examination	2011-06-01

S63 Uniform Securities Agent State Law Examination

2021-11-13
S65 Uniform Investment Adviser Law Examination

2011-06-01

Other Names

Greg G Jeppsen

View on SEC IAPD

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