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Jacob Russel Waller

Strategic Advisers LLC

Syracuse, 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

Syracuse, 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
Sam's Club Layton UT 07/2018 12/2021
Fairmont Miramar Hotel Santa Monica CA 06/2017 07/2018
Fidelity Investments Salt Lake City UT 01/2022 Present
Giant Hoodies Fayetteville AR 07/2021 08/2021
Uec Premiere Theatres Syracuse UT 11/2015 05/2017
Santa Monica College Venice CA 08/2017 05/2018
Weber State University Ogden UT 08/2018 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 12/2021
    Sam's Club
    Layton, UT
  • 06/2017 → 07/2018
    Fairmont Miramar Hotel
    Santa Monica, CA
  • 01/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2021 → 08/2021
    Giant Hoodies
    Fayetteville, AR
  • 11/2015 → 05/2017
    Uec Premiere Theatres
    Syracuse, UT
  • 08/2017 → 05/2018
    Santa Monica College
    Venice, CA
  • 08/2018 → 12/2021
    Weber State University
    Ogden, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-65834|OrgNmn:In Full Bloom Records|Org Addr:Syracuse,Utah,US|OBA Nature:Entertainment/Music|Invst Rel:N|Title:Sole Proprietor|Duties:To continue to sing at events and release music online.|StrtDt:10-01-19|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
  • S66 Uniform Combined State Law Examination
    2022-05-26
Other Names
  • James Violet

View on SEC IAPD

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