Ammon James Gibb

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 05/2022
  Total Client Connect
  Lehi, UT
• 06/2022 → 09/2022
  Self Employed/Freelance
  Lehi, UT
• 06/2021 → 12/2021
  Freelance
  Lehi, UT
• 03/2019 → 11/2020
  Strap Tank Brewery
  Lehi, UT
• 02/2020 → 09/2021
  Advanced Reporting Solutions
  Salt Lake City, UT
• 09/2022 → Present
  Fidelity Investments
  Salt Lake City, UT
• 05/2012 → 03/2019
  Unemployed
  Alpine, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Other Businesses

OBA-132722|OrgNmn:Backstage|Org Addr:Lehi,Utah,US|OBA Nature:Record voiceovers for random c|Invst Rel:N|Title:No title, just odd jobs. Freelanc|Duties:People post different voiceover needs to a posting board paid or unpaid |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-06-02

Other Names

• Ammon James Gibb
• Ammon Gibb