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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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

West Jordan, 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
Fidelity Investments Salt Lake City UT 07/2023 Present
Logos Coffee Company Salt Lake City UT 06/2022 06/2023
Title Guarantee South Jordan UT 10/2021 05/2022
Homie Title / Investors Title South Jordan UT 04/2019 09/2021
Dream Woods Inc Herriman UT 12/2017 04/2019
Tropical Smoothie Cafe Cedar City UT 09/2016 12/2017
Joann Fabrics And Crafts Cedar City UT 06/2016 09/2016
Southern Utah University Cedar City UT 01/2016 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2022 → 06/2023
    Logos Coffee Company
    Salt Lake City, UT
  • 10/2021 → 05/2022
    Title Guarantee
    South Jordan, UT
  • 04/2019 → 09/2021
    Homie Title / Investors Title
    South Jordan, UT
  • 12/2017 → 04/2019
    Dream Woods Inc
    Herriman, UT
  • 09/2016 → 12/2017
    Tropical Smoothie Cafe
    Cedar City, UT
  • 06/2016 → 09/2016
    Joann Fabrics And Crafts
    Cedar City, UT
  • 01/2016 → 01/2018
    Southern Utah University
    Cedar City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Jordan, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2023-12-01
  • S66 Uniform Combined State Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2023-12-01
Other Names
  • Sapphire Jade Kelsch
  • Sapphire Jensen

View on SEC IAPD

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