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Joseph Bell

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, 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

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Gps Capital Markets South Jordan UT 01/2023 04/2024
Vantage Marketing Provo UT 01/2020 08/2020
Temporarly Unemployed Provo UT 04/2024 06/2024
Utah Valley University Orem UT 08/2022 12/2022
Vivint Smart Home Provo UT 08/2020 10/2021
Fidelity Investments Salt Lake City UT 06/2024 Present
Utah Valley University Orem UT 05/2022 08/2022
Ruby River Steakhouse Provo UT 10/2021 05/2022
Temporarly Unemployed Provo UT 08/2019 12/2019
Told Plumbing Pleasant Grove UT 11/2018 07/2019
Lowes Orem UT 09/2018 11/2018
Brent Brown Toyota Orem UT 05/2018 06/2018
Ernies Sports Deli Mobile Orem UT 03/2017 09/2018
Provo Power Provo UT 10/2016 07/2017
Sugar Sweet Produce Orem UT 05/2015 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → 04/2024
    Gps Capital Markets
    South Jordan, UT
  • 01/2020 → 08/2020
    Vantage Marketing
    Provo, UT
  • 04/2024 → 06/2024
    Temporarly Unemployed
    Provo, UT
  • 08/2022 → 12/2022
    Utah Valley University
    Orem, UT
  • 08/2020 → 10/2021
    Vivint Smart Home
    Provo, UT
  • 06/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2022 → 08/2022
    Utah Valley University
    Orem, UT
  • 10/2021 → 05/2022
    Ruby River Steakhouse
    Provo, UT
  • 08/2019 → 12/2019
    Temporarly Unemployed
    Provo, UT
  • 11/2018 → 07/2019
    Told Plumbing
    Pleasant Grove, UT
  • 09/2018 → 11/2018
    Lowes
    Orem, UT
  • 05/2018 → 06/2018
    Brent Brown Toyota
    Orem, UT
  • 03/2017 → 09/2018
    Ernies Sports Deli Mobile
    Orem, UT
  • 10/2016 → 07/2017
    Provo Power
    Provo, UT
  • 05/2015 → 09/2016
    Sugar Sweet Produce
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Provo, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
  • S66 Uniform Combined State Law Examination
    2024-11-01

View on SEC IAPD

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