Jackson Winget

Current Employers

Employment History

• 12/2019 → 04/2024
  Mountain America Cu
  Sandy, UT
• 08/2014 → 08/2018
  University Of Utah
  Salt Lake City, UT
• 04/2024 → 01/2026
  Fidelity Investments
  Salt Lake City, UT
• 06/2017 → 12/2019
  Lpl Financial Llc
  Midvale, UT
• 06/2014 → 12/2019
  Mountain America Credit Union
  Midvale, UT
• 03/2025 → 01/2026
  Fidelity Investments
  Boston, MA
• 04/2026 → Present
  Key Investment Servives
  Brooklyn, OH
• 01/2026 → 03/2026
  Unemployed
  Centerville, UT

Previous Registrations

• 2025-03-31 → 2026-01-14
  Strategic Advisers Llc
  Murray, UT
  Salt Lake City, UT
  Boston, MA
• 2024-08-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Murray, UT

Other Businesses

JACKSON WINGET CONSULTING POSITION: null NATURE: Jackson Winget Consulting provides general financial education and business consulting services. Activities include the creation and sale of pre-recorded educational materials (e.g., digital guides and courses) and limited consulting sessions focused on general topics such as financial literacy, basic tax concepts, small business considerations, and digital asset (e.g. Bitcoin and cryptocurrency) education. Content and discussions are educational in nature and designed to provide high-level frameworks and concepts only. This activity does not include providing individualized investment advice, or securities recommendations. No securities transactions, product sales, or account management services are conducted through this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2026 ADDRESS: 583 N Main St, Centerville UT 84014, United States DESCRIPTION: I independently create educational content and digital products and may conduct limited consulting sessions focused on general financial and business topics. My responsibilities include developing written and recorded materials, maintaining an online presence, and facilitating general educational discussions. During any consulting interactions, I provide high-level information and general frameworks only and do not make personalized recommendations or provide individualized financial, tax, or legal advice. I do not assist with implementation, account setup, or execution of financial transactions. Individuals are encouraged to consult with appropriate licensed professionals (e.g., financial advisors, CPAs, or attorneys) for advice specific to their situation. Where appropriate, individuals seeking personalized financial advice are directed through proper channels within my primary firm (KeyBank).

Exams

• S66 Uniform Combined State Law Examination
  2024-06-26
• S63 Uniform Securities Agent State Law Examination
  2017-08-11