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Joseph Benjamin Elieson

Strategic Advisers LLC

Provo, 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

Provo, 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
Camelback Strategy Provo UT 06/2022 08/2022
Brigham Young University Provo UT 01/2022 06/2022
The Bold Group American Fork UT 01/2022 06/2022
Fidelity Investments American Fork UT 05/2023 Present
Unemployed Southlake TX 02/2000 01/2022
Full Time Student At Byu Provo UT 03/2020 05/2023
Brigham Young University Provo UT 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 08/2022
    Camelback Strategy
    Provo, UT
  • 01/2022 → 06/2022
    Brigham Young University
    Provo, UT
  • 01/2022 → 06/2022
    The Bold Group
    American Fork, UT
  • 05/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 02/2000 → 01/2022
    Unemployed
    Southlake, TX
  • 03/2020 → 05/2023
    Full Time Student At Byu
    Provo, UT
  • 06/2018 → 08/2018
    Brigham Young University
    Provo, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2023-09-23
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2023-09-23
Other Names
  • Joseph Benjamin Elieson
  • Joseph Elieson

View on SEC IAPD

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