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Jesus Leonel Lujan

Strategic Advisers LLC

Magna, UT

Salt Lake City, UT

CRD 7642376

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-02
TX RA APPROVED 2026-02-27
  • UT RA
    APPROVED
    Since 2026-03-02
  • TX RA
    APPROVED
    Since 2026-02-27

Branch Locations

Magna, 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
J.P. Morgan Securities Llc Salt Lake City UT 09/2022 05/2025
Jpmorgan Chase Bank, N.A. Salt Lake City UT 09/2022 05/2025
T-Mobile Murray UT 04/2015 09/2022
Ups Magna UT 09/2020 10/2020
Fidelity Investments Salt Lake City UT 06/2025 Present
  • 09/2022 → 05/2025
    J.P. Morgan Securities Llc
    Salt Lake City, UT
  • 09/2022 → 05/2025
    Jpmorgan Chase Bank, N.A.
    Salt Lake City, UT
  • 04/2015 → 09/2022
    T-Mobile
    Murray, UT
  • 09/2020 → 10/2020
    Ups
    Magna, UT
  • 06/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-19
S63 Uniform Securities Agent State Law Examination 2023-01-20
  • S66 Uniform Combined State Law Examination
    2026-02-19
  • S63 Uniform Securities Agent State Law Examination
    2023-01-20
Other Names
  • Jesus Leonel Lujan Cruz
  • Jesus Leonel Lujan
  • Jesus Leo Lujan
  • Leo Lujan
  • Jesus Lujan
  • Jesus Lujan Cruz

View on SEC IAPD

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