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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

South Jordan, 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
Lincoln Financial Advisers Salt Lake City UT 01/2016 03/2019
First Capital Advisors Group Salt Lake City UT 02/2019 01/2020
Lincoln Financial Advisors Radnor PA 01/2016 03/2019
Cambridge Investment Research, Inc. Fairfield IA 01/2020 01/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2020 01/2020
John Bonnemort Insurance Agency Sandy UT 06/2020 04/2021
State Farm Vp Management Corp Sandy UT 07/2020 04/2021
State Farm Insurance Sandy UT 01/2020 06/2020
Fidelity Investments Salt Lake City UT 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 03/2019
    Lincoln Financial Advisers
    Salt Lake City, UT
  • 02/2019 → 01/2020
    First Capital Advisors Group
    Salt Lake City, UT
  • 01/2016 → 03/2019
    Lincoln Financial Advisors
    Radnor, PA
  • 01/2020 → 01/2020
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2020 → 01/2020
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 06/2020 → 04/2021
    John Bonnemort Insurance Agency
    Sandy, UT
  • 07/2020 → 04/2021
    State Farm Vp Management Corp
    Sandy, UT
  • 01/2020 → 06/2020
    State Farm Insurance
    Sandy, UT
  • 05/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-07-03 → 2020-01-15
    First Capital Advisors Group, Llc
    Salt Lake City, UT
    Blue Bell, PA
  • 2016-01-19 → 2019-03-15
    Osaic Fa, Inc.
    Salt Lake City, UT
  • 2013-10-07 → 2016-01-19
    Salt Lake City, UT
    Salt Lake City, UT
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-08
  • S66 Uniform Combined State Law Examination
    2013-08-08
Other Names
  • John R Bonnemort
  • John R Bonnemort
  • John Robert Bonnemort
  • John Robert Bonnemort
  • John Bonnemort

View on SEC IAPD

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