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Jason C Barnes

Strategic Advisers LLC

Herriman, 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

Herriman, 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
Fidelity Brokerage Services Llc Salt Lake UT 11/2007 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2007 → Present
    Fidelity Brokerage Services Llc
    Salt Lake, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2006-09-28 → 2007-04-19
    Edward Jones
    St Louis, MO
    Draper, UT
    Draper, UT
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-12
  • S66 Uniform Combined State Law Examination
    2018-09-12
Other Names
  • Jason Barnes
  • Jason C Barnes
  • Jason Carl Barnes

View on SEC IAPD

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