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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

West Valley City, 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 03/2018 Present
Granite Federal Credit Union Salt Lake City UT 07/2017 03/2018
University Fcu Salt Lake City UT 10/2016 06/2017
Mountain America Federal Credit Union Salt Lake City UT 03/2013 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2017 → 03/2018
    Granite Federal Credit Union
    Salt Lake City, UT
  • 10/2016 → 06/2017
    University Fcu
    Salt Lake City, UT
  • 03/2013 → 10/2016
    Mountain America Federal Credit Union
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-94739|OrgNmn:Astral Tours DBA Grimm Ghost Tours|Org Addr:West Valle,Utah,US|OBA Nature:Company is a Ghost tour Compan|Invst Rel:N|Title:Employee|Duties:Will be answering phones with no compensation . May from time to time help drive the tour bus This activity would be compensated. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-26
  • S66 Uniform Combined State Law Examination
    2018-05-26
Other Names
  • Jefferson Taylor Jamieson
  • Jefferson Taylor Bain Dawson Jamieson
  • Jefferson Jamieson Taylor Bain Dawson
  • Jefferson Jamieson

View on SEC IAPD

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