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Joshua Ullery

Strategic Advisers LLC

South Jordan, 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

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
Fidelity Investments American Fork UT 02/2022 Present
Clearhome Orem UT 12/2021 02/2022
Vivint Solar / Sunrun Lehi UT 01/2021 12/2021
Alder Home Security Orem UT 04/2019 01/2021
Rocky Mountain Atv/Mc Payson UT 02/2018 04/2019
Seagull Book Spanish Fork UT 10/2017 02/2018
Arby's Payson UT 05/2016 09/2017
Payson High School Payson UT 08/2015 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → Present
    Fidelity Investments
    American Fork, UT
  • 12/2021 → 02/2022
    Clearhome
    Orem, UT
  • 01/2021 → 12/2021
    Vivint Solar / Sunrun
    Lehi, UT
  • 04/2019 → 01/2021
    Alder Home Security
    Orem, UT
  • 02/2018 → 04/2019
    Rocky Mountain Atv/Mc
    Payson, UT
  • 10/2017 → 02/2018
    Seagull Book
    Spanish Fork, UT
  • 05/2016 → 09/2017
    Arby's
    Payson, UT
  • 08/2015 → 05/2018
    Payson High School
    Payson, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-23
S63 Uniform Securities Agent State Law Examination 2022-07-27
  • S66 Uniform Combined State Law Examination
    2023-06-23
  • S63 Uniform Securities Agent State Law Examination
    2022-07-27
Other Names
  • Joshua Edward Ullery

View on SEC IAPD

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