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Jacob Ambrose Olsen Cowden

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
The Vanguard Group, Inc. Scottsdale AZ 06/2017 08/2019
Teach For America Provo UT 09/2016 05/2017
Larry H Miller Sports & Entertainment Salt Lake City UT 05/2016 09/2016
Brigham Young University Provo UT 09/2013 05/2017
Apex Scottsdale AZ 11/2019 05/2020
Usaa Financial Advisors Inc Phoenix AZ 11/2019 05/2020
Unemployed Scottsdale AZ 08/2019 11/2019
Fidelity Investments Salt Lake UT 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2016 → 05/2017
    Teach For America
    Provo, UT
  • 05/2016 → 09/2016
    Larry H Miller Sports & Entertainment
    Salt Lake City, UT
  • 09/2013 → 05/2017
    Brigham Young University
    Provo, UT
  • 11/2019 → 05/2020
    Apex
    Scottsdale, AZ
  • 11/2019 → 05/2020
    Usaa Financial Advisors Inc
    Phoenix, AZ
  • 08/2019 → 11/2019
    Unemployed
    Scottsdale, AZ
  • 06/2020 → Present
    Fidelity Investments
    Salt Lake, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-63451|OrgNmn:Double Take with Matt and Jake|Org Addr:Holladay,Utah,US|OBA Nature:Non really a business, I host |Invst Rel:N|Title:Podcast host|Duties:Watch sports and talk abot sports|StrtDt:10-22-21|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
S63 Uniform Securities Agent State Law Examination 2017-08-11
  • S66 Uniform Combined State Law Examination
    2020-10-02
  • S63 Uniform Securities Agent State Law Examination
    2017-08-11
Other Names
  • Jacob Ambrose Olsen Cowden
  • Jacob Cowden

View on SEC IAPD

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D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

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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