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Jacob Troy May

Strategic Advisers LLC

Vineyard, 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

Vineyard, 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 City UT 03/2020 Present
Conservice Logan UT 12/2018 02/2020
Men's Wearhouse St. George UT 08/2018 11/2018
Cross Roads Constuction Magna UT 05/2018 07/2018
Men's Wearhouse St. George UT 06/2017 04/2018
Dixie State University St. George UT 01/2017 05/2017
Charlie's Construction Service Grantsville UT 10/2016 12/2016
Church Of Jesus Christ Of Latter-Day Saints Pittsburgh PA 09/2014 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 12/2018 → 02/2020
    Conservice
    Logan, UT
  • 08/2018 → 11/2018
    Men's Wearhouse
    St. George, UT
  • 05/2018 → 07/2018
    Cross Roads Constuction
    Magna, UT
  • 06/2017 → 04/2018
    Men's Wearhouse
    St. George, UT
  • 01/2017 → 05/2017
    Dixie State University
    St. George, UT
  • 10/2016 → 12/2016
    Charlie's Construction Service
    Grantsville, UT
  • 09/2014 → 09/2016
    Church Of Jesus Christ Of Latter-Day Saints
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
S63 Uniform Securities Agent State Law Examination 2020-07-06
  • S66 Uniform Combined State Law Examination
    2023-01-20
  • S63 Uniform Securities Agent State Law Examination
    2020-07-06

View on SEC IAPD

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