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Robert Jarman

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
Caregiver For Aging Mother Salt Lake City UT 03/2022 09/2022
J & E Urban Eats Llc Salt Lake City UT 04/2015 03/2022
Scottsdale National Golf Club Scottsdale AZ 10/2021 12/2021
Scottsdale National Golf Club Scottsdale AZ 04/2019 05/2019
Fidelity Investments Salt Lake City UT 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → 09/2022
    Caregiver For Aging Mother
    Salt Lake City, UT
  • 04/2015 → 03/2022
    J & E Urban Eats Llc
    Salt Lake City, UT
  • 10/2021 → 12/2021
    Scottsdale National Golf Club
    Scottsdale, AZ
  • 04/2019 → 05/2019
    Scottsdale National Golf Club
    Scottsdale, AZ
  • 09/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-116995|OrgNmn:J & E Urban Eats LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Food Service Catering|Invst Rel:N|Title:Partner|Duties:Not operating business anymore but still have business license|StrtDt:08-01-15|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • Robert Mcallister Jarman
  • Robert Jarman

View on SEC IAPD

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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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