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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

Saratoga Springs, 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
Chip Cookies Provo UT 08/2017 09/2017
Snowbird Snowbird UT 11/2017 04/2018
Huish Materials Salt Lake City UT 04/2020 06/2020
Moosies Woodworks Payson UT 06/2020 12/2021
Farmers Insurance Alpine UT 01/2021 09/2022
Blue Raven Solar Orem UT 08/2022 08/2022
Dennler Furnishing Provo UT 12/2022 03/2023
Riverside Country Club Provo UT 08/2022 05/2023
Chipotle Provo UT 07/2022 07/2022
High School Student Roseville UT 04/2013 08/2017
Church Of Jesus Christ Of Latter Day Saints Salt Lake City UT 05/2018 04/2020
Fidelity Investments American Fork UT 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 09/2017
    Chip Cookies
    Provo, UT
  • 11/2017 → 04/2018
    Snowbird
    Snowbird, UT
  • 04/2020 → 06/2020
    Huish Materials
    Salt Lake City, UT
  • 06/2020 → 12/2021
    Moosies Woodworks
    Payson, UT
  • 01/2021 → 09/2022
    Farmers Insurance
    Alpine, UT
  • 08/2022 → 08/2022
    Blue Raven Solar
    Orem, UT
  • 12/2022 → 03/2023
    Dennler Furnishing
    Provo, UT
  • 08/2022 → 05/2023
    Riverside Country Club
    Provo, UT
  • 07/2022 → 07/2022
    Chipotle
    Provo, UT
  • 04/2013 → 08/2017
    High School Student
    Roseville, UT
  • 05/2018 → 04/2020
    Church Of Jesus Christ Of Latter Day Saints
    Salt Lake City, UT
  • 05/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11
Designations
Other Names
  • Sam Sommer Jensen
  • Sam Jensen

View on SEC IAPD

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