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Jason Cheshire

Strategic Advisers LLC

Salt Lake City, UT

Farmington, 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

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

Farmington, 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
Integrity Home Loans Llc Centerville UT 04/2004 09/2023
Equity Real Estate Centerville UT 04/2008 09/2023
Dentalqore American Fork UT 10/2022 02/2023
Davis County School District Farmington UT 05/2018 12/2018
Summit Fc Huntsville UT 06/2018 09/2023
Fidelity Investments Salt Lake City UT 09/2023 Present
Wasatch Soccer Club Kaysville UT 06/2012 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2004 → 09/2023
    Integrity Home Loans Llc
    Centerville, UT
  • 04/2008 → 09/2023
    Equity Real Estate
    Centerville, UT
  • 10/2022 → 02/2023
    Dentalqore
    American Fork, UT
  • 05/2018 → 12/2018
    Davis County School District
    Farmington, UT
  • 06/2018 → 09/2023
    Summit Fc
    Huntsville, UT
  • 09/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2012 → 05/2018
    Wasatch Soccer Club
    Kaysville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-102831|OrgNmn:Utah Surf Soccer Club|Org Addr:Highland,Utah,US|OBA Nature:Soccer Coach|Invst Rel:N|Title:Employee|Duties:Coach girls soccer|StrtDt:09-25-23|TotHrs/mon:12|TrdHrs/mon:0|OBA-102826|OrgNmn:Equity Real Estate|Org Addr:Centervill,Utah,US|OBA Nature:Real Estate Agent|Invst Rel:Y|Title:Independent Contractor|Duties:Help clients buy and sell residential properties|StrtDt:09-25-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-14
  • S66 Uniform Combined State Law Examination
    2024-02-14

View on SEC IAPD

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Other Investors

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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

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