Best Investors Account Sign in

John Marshall

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

Claim This Profile
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

Salt Lake City, 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 08/2023 Present
House America Financial La Canada CA 10/2019 02/2022
The Learning Ladder Llc La Canada CA 06/2019 11/2019
Insight Global Baltimore MD 01/2019 03/2019
Insight Global Richmond VA 03/2017 08/2018
Unemployed La Canada CA 02/2022 08/2023
Unemployed Gambrills MD 08/2018 01/2019
Unemployed/School Logan UT 08/2015 09/2016
Emerson's Cigars Chesapeake VA 09/2016 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 10/2019 → 02/2022
    House America Financial
    La Canada, CA
  • 06/2019 → 11/2019
    The Learning Ladder Llc
    La Canada, CA
  • 01/2019 → 03/2019
    Insight Global
    Baltimore, MD
  • 03/2017 → 08/2018
    Insight Global
    Richmond, VA
  • 02/2022 → 08/2023
    Unemployed
    La Canada, CA
  • 08/2018 → 01/2019
    Unemployed
    Gambrills, MD
  • 08/2015 → 09/2016
    Unemployed/School
    Logan, UT
  • 09/2016 → 03/2017
    Emerson's Cigars
    Chesapeake, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-105736|OrgNmn:Kallari Crafts LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Online retail|Invst Rel:N|Title:Partner|Duties:Act as agent for business to receive communications, my address would be used for business activities, and occasionally pack and fulfill order|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-28
S63 Uniform Securities Agent State Law Examination 2023-11-27
  • S66 Uniform Combined State Law Examination
    2024-08-28
  • S63 Uniform Securities Agent State Law Examination
    2023-11-27
Other Names
  • John Marshall
  • John William Marshall

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor