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Jacob Peterson

Strategic Advisers LLC

Salt Lake City, UT

Saratoga Springs, UT

Saratoga Springs, 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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Saratoga Springs, UT • United States

Saratoga Springs, 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 Salt Lake City UT 06/2017 Present
Howland Partners Inc. South Jordan UT 08/2016 06/2017
Soaptstone Capital Llc. Bluffdale UT 12/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → Present
    Fidelity Brokerage Services
    Salt Lake City, UT
  • 08/2016 → 06/2017
    Howland Partners Inc.
    South Jordan, UT
  • 12/2016 → 06/2017
    Soaptstone Capital Llc.
    Bluffdale, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-08-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-125131|OrgNmn:Boldera Oil & Gas Holdings LLC|Org Addr:Washington,Utah,US|OBA Nature:Holding company for land and a|Invst Rel:Y|Title:Investor/Limited Partner|Duties:No duties or obligation. Will not require any time on my part towards the operation of the business. |StrtDt:01-01-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-10
  • S66 Uniform Combined State Law Examination
    2017-09-10
Other Names
  • Jacob Elwood Peterson

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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