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Joseph Nelson

Strategic Advisers LLC

Salt Lake City, UT

South Jordan, 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

South Jordan, 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
Fidelity Investments 825 E 1180 S UT 06/2022 Present
Utah Community Federal Credit Union Provo UT 08/2021 06/2022
Vivint Smarthome Provo UT 05/2020 08/2021
United States Census Bureau Ephraim UT 03/2020 08/2020
Alder Security Orem UT 06/2019 08/2019
Rocky Mountain Atv/Mc Payson UT 05/2018 06/2019
Culvers Spanish Fork UT 07/2016 05/2018
Snow College Ephraim UT 08/2019 04/2021
Instacart Orem UT 08/2021 10/2021
Uber Orem UT 08/2021 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    825 E 1180 S, UT
  • 08/2021 → 06/2022
    Utah Community Federal Credit Union
    Provo, UT
  • 05/2020 → 08/2021
    Vivint Smarthome
    Provo, UT
  • 03/2020 → 08/2020
    United States Census Bureau
    Ephraim, UT
  • 06/2019 → 08/2019
    Alder Security
    Orem, UT
  • 05/2018 → 06/2019
    Rocky Mountain Atv/Mc
    Payson, UT
  • 07/2016 → 05/2018
    Culvers
    Spanish Fork, UT
  • 08/2019 → 04/2021
    Snow College
    Ephraim, UT
  • 08/2021 → 10/2021
    Instacart
    Orem, UT
  • 08/2021 → 10/2021
    Uber
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-06
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2023-09-06
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Joseph Christian Nelson
  • Joe Nelson
  • Joseph Nelson

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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