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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

Bountiful, 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
Farmington Jr High, Davis High School Farmington UT 03/2012 06/2017
The Church Of Jesus Christ Of Latter Day Saints Farmington UT 07/2017 06/2019
Certified Installs Salt Lake City UT 06/2019 07/2020
Weber State University Farmington UT 08/2019 03/2022
Synergy Windows Sandy UT 08/2020 04/2021
Zagg Layton UT 12/2020 02/2021
Fidelity Investments Salt Lake City UT 03/2022 Present
Peak Renovations Centerville UT 06/2020 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2012 → 06/2017
    Farmington Jr High, Davis High School
    Farmington, UT
  • 07/2017 → 06/2019
    The Church Of Jesus Christ Of Latter Day Saints
    Farmington, UT
  • 06/2019 → 07/2020
    Certified Installs
    Salt Lake City, UT
  • 08/2019 → 03/2022
    Weber State University
    Farmington, UT
  • 08/2020 → 04/2021
    Synergy Windows
    Sandy, UT
  • 12/2020 → 02/2021
    Zagg
    Layton, UT
  • 03/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2020 → 12/2021
    Peak Renovations
    Centerville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-16
S63 Uniform Securities Agent State Law Examination 2022-06-16
  • S66 Uniform Combined State Law Examination
    2023-03-16
  • S63 Uniform Securities Agent State Law Examination
    2022-06-16
Other Names
  • Jacob Joseph Miller
  • Jacob Miller

View on SEC IAPD

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