Jacob D Lyman

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 06/2019 → 10/2021
  Nordstrom
  Murray, UT
• 02/2020 → 07/2020
  Nexstar/Abc4
  Salt Lake City, UT
• 02/2019 → 06/2019
  Mount Olympus Water/Ds Services
  Salt Lake City, UT
• 12/2018 → 01/2019
  Nordstrom
  Salt Lake City, UT
• 10/2018 → 12/2018
  La Jolla Groves/Zamp Hr
  Provo, UT
• 09/2018 → 10/2018
  Brick Oven
  Provo, UT
• 08/2018 → 09/2018
  Texas Roadhouse
  Orem, UT
• 06/2018 → 08/2018
  Nordstrom
  Murray, UT
• 04/2018 → 05/2018
  Vivint Solar
  Lehi, UT
• 12/2017 → 04/2018
  Nordstrom
  Murray, UT
• 10/2017 → 12/2017
  Costco Wholesale
  Spanish Fork, UT
• 06/2016 → 08/2017
  Nordstrom
  Murray, UT
• 08/2017 → 06/2021
  Utah Valley University
  Orem, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

OBA-115636|OrgNmn:Driveway Diamonds|Org Addr:Salt Lake ,Utah,US|OBA Nature:I am creating an LLC where I a|Invst Rel:N|Title:Employee|Duties:Will be using my own equipment to clean people's properties and will only be done during warmer months outside of my scheduled shifts at Fidel|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-10-25
• S63 Uniform Securities Agent State Law Examination
  2022-02-07

Other Names

• Jacob Dean Lyman