Jamie Groesbeck

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-10-01
UT	RA	APPROVED	2025-09-30

TX RA
APPROVED_RES

Since 2025-10-01
UT RA
APPROVED

Since 2025-09-30

Branch Locations

West Jordan, UT • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Zen Spa	Milcreek	UT	02/2014	05/2017
Us Army	Colorado Springs	CO	01/2018	03/2024
Nanny	La Conner	WA	05/2017	08/2017
Pioneer Market	La Conner	WA	08/2017	01/2018
Fidelity Investments	Salt Lake City	UT	04/2024	Present
Us Army	Hinesville	GA	11/2021	03/2024

02/2014 → 05/2017

Zen Spa

Milcreek, UT
01/2018 → 03/2024

Us Army

Colorado Springs, CO
05/2017 → 08/2017

Nanny

La Conner, WA
08/2017 → 01/2018

Pioneer Market

La Conner, WA
04/2024 → Present

Fidelity Investments

Salt Lake City, UT
11/2021 → 03/2024

Us Army

Hinesville, GA

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-29
S63	Uniform Securities Agent State Law Examination	2024-10-09

S66 Uniform Combined State Law Examination

2025-09-29
S63 Uniform Securities Agent State Law Examination

2024-10-09

Other Names

Jamie Marie Mills
Jamie Groesbeck
Jamie Marie Groesbeck

View on SEC IAPD