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Jon Dale Webb

Strategic Advisers LLC

Kaysville, 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 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

Kaysville, 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
Edward Jones St. Louis MO 02/2016 03/2019
Fidelity Brokerage Services Salt Lake City UT 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 03/2019
    Edward Jones
    St. Louis, MO
  • 04/2019 → Present
    Fidelity Brokerage Services
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2016-03-02 → 2019-04-05
    Edward Jones
    Scottsbluff, NE
    Layton, UT
    St Louis, MO
    Centerville, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-27
S63 Uniform Securities Agent State Law Examination 2013-07-23
  • S66 Uniform Combined State Law Examination
    2016-02-27
  • S63 Uniform Securities Agent State Law Examination
    2013-07-23
Other Names
  • Jon Dale Webb
  • Jon D Webb
  • Jon Webb

View on SEC IAPD

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