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Mckay Jones

Strategic Advisers LLC

Salt Lake City, UT

Sandy, 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

Sandy, 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 Salt Lake City UT 01/2023 Present
Providence Hall Charter School Herriman UT 08/2021 01/2023
Self-Employed - Piano Teacher Sandy UT 01/2019 01/2023
Self-Employed - Summer Construction/Handyman Sandy UT 06/2022 09/2022
Athlos Academy Herriman UT 08/2019 08/2021
Geneva Rock Orem UT 06/2020 08/2020
Inmoment Inc. South Jordan UT 05/2018 08/2019
Keller Williams Realty Midvale UT 04/2017 05/2018
Brigham Young University Provo UT 05/2014 12/2017
Jimmy Johns Provo UT 07/2014 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2021 → 01/2023
    Providence Hall Charter School
    Herriman, UT
  • 01/2019 → 01/2023
    Self-Employed - Piano Teacher
    Sandy, UT
  • 06/2022 → 09/2022
    Self-Employed - Summer Construction/Handyman
    Sandy, UT
  • 08/2019 → 08/2021
    Athlos Academy
    Herriman, UT
  • 06/2020 → 08/2020
    Geneva Rock
    Orem, UT
  • 05/2018 → 08/2019
    Inmoment Inc.
    South Jordan, UT
  • 04/2017 → 05/2018
    Keller Williams Realty
    Midvale, UT
  • 05/2014 → 12/2017
    Brigham Young University
    Provo, UT
  • 07/2014 → 12/2017
    Jimmy Johns
    Provo, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-30
S63 Uniform Securities Agent State Law Examination 2023-05-09
  • S66 Uniform Combined State Law Examination
    2024-05-30
  • S63 Uniform Securities Agent State Law Examination
    2023-05-09

View on SEC IAPD

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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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