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Jacob Spencer

Strategic Advisers LLC

Salt Lake City, 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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, 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
Greenlight Auto Solutions Salt Lake City UT 08/2019 10/2019
Jake Spencer And Luke Boyden Tennis Camp Salt Lake City UT 06/2017 07/2019
Jump Around Utah Salt Lake City UT 10/2017 11/2018
Fidelity Investments Salt Lake City UT 05/2022 Present
Ecclesiastical Church Mission Yongin-Si 11/2019 11/2021
Unemployed Salt Lake City UT 06/2012 06/2017
Studied At The University Of Utah Salt Lake City UT 01/2022 05/2022
East High School Salt Lake City UT 08/2015 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 10/2019
    Greenlight Auto Solutions
    Salt Lake City, UT
  • 06/2017 → 07/2019
    Jake Spencer And Luke Boyden Tennis Camp
    Salt Lake City, UT
  • 10/2017 → 11/2018
    Jump Around Utah
    Salt Lake City, UT
  • 05/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2019 → 11/2021
    Ecclesiastical Church Mission
    Yongin-Si
  • 06/2012 → 06/2017
    Unemployed
    Salt Lake City, UT
  • 01/2022 → 05/2022
    Studied At The University Of Utah
    Salt Lake City, UT
  • 08/2015 → 06/2019
    East High School
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-123613|OrgNmn:Selling Football Cards|Org Addr:Salt Lake ,Utah,US|OBA Nature:I would sell football cards on|Invst Rel:N|Title:Card seller|Duties:Sell football cards and ship them in a timely manner|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-09
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2024-11-09
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Jacob Ryan Spencer

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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