Alexander Jarrett

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

• 04/2020 → 12/2021
  Aptive Enviornmental
  Provo, UT
• 05/2016 → 04/2018
  Red Deer Construction
  Pleasant Grove, UT
• 04/2018 → 04/2020
  Church Of Jesus Christ Of Latter Day Saints
  Tampa, FL
• 09/2017 → 02/2018
  Vivent
  Orem, UT
• 12/2021 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-06-02

Other Names

• Alexander Allen Jarrett
• Alex Allen Jarrett