Jalyn Peterson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → Present
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 12/2017 → 02/2018
  Unemployed
  Holladay, UT
• 01/2013 → 11/2017
  Seb Legal, Llc
  Holladay, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 02/2018 → Present
  Fidelity Investments
  American Fork, UT

Previous Registrations

• 2019-01-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT
  Germantown, TN

Other Businesses

OBA-13353|OrgNmn:Deseret Book|Org Addr:Salt Lake ,Utah,US|OBA Nature:Religious publication and broa|Invst Rel:N|Title:Podcast member|Duties:I will be a member of a group of women who will discuss religious doctrine.|StrtDt:09-02-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-12-04
• S63 Uniform Securities Agent State Law Examination
  2018-04-02