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Spencer Edward Johnson

Strategic Advisers LLC

Orem, 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

Orem, 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
Ymca Rochester NY 05/2016 10/2018
Church Of Jesus Christ Of Latter Day Saints Orem UT 11/2018 09/2020
Green Dreams Landscaping Rochester NY 10/2020 01/2021
Everist Excavation Orem UT 03/2021 07/2021
Costa Vida Provo UT 08/2021 01/2022
Everist Excavation Orem UT 02/2022 07/2022
Jersey Mikes Orem UT 12/2022 03/2023
Fidelity Investments American Fork UT 01/2023 Present
Unemployed Orem UT 07/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 10/2018
    Ymca
    Rochester, NY
  • 11/2018 → 09/2020
    Church Of Jesus Christ Of Latter Day Saints
    Orem, UT
  • 10/2020 → 01/2021
    Green Dreams Landscaping
    Rochester, NY
  • 03/2021 → 07/2021
    Everist Excavation
    Orem, UT
  • 08/2021 → 01/2022
    Costa Vida
    Provo, UT
  • 02/2022 → 07/2022
    Everist Excavation
    Orem, UT
  • 12/2022 → 03/2023
    Jersey Mikes
    Orem, UT
  • 01/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 07/2022 → 12/2022
    Unemployed
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orem, UT
    Salt Lake City, UT
Other Businesses

OBA-98687|OrgNmn:Self Employed |Org Addr:Orem,Utah,US|OBA Nature:Rent out equipment |Invst Rel:N|Title:Sole Proprietor|Duties:Provide equipment, and set appointmnets.|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2023-06-07
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-06-07

View on SEC IAPD

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