Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
UT RA APPROVED 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-04
  • UT RA
    APPROVED
    Since 2026-02-04

Branch Locations

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

Saratoga Springs, 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 06/2024 Present
Kidstrong South Jordan UT 08/2023 06/2024
Blue Raven Solar Orem UT 04/2022 08/2023
Lifetime Fitness South Jordan UT 01/2021 04/2022
Walmart Sandy UT 10/2020 01/2021
Marv Jensesn South Jordan UT 08/2017 10/2020
South Jordan Middle South Jordan UT 06/2014 08/2017
  • 06/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2023 → 06/2024
    Kidstrong
    South Jordan, UT
  • 04/2022 → 08/2023
    Blue Raven Solar
    Orem, UT
  • 01/2021 → 04/2022
    Lifetime Fitness
    South Jordan, UT
  • 10/2020 → 01/2021
    Walmart
    Sandy, UT
  • 08/2017 → 10/2020
    Marv Jensesn
    South Jordan, UT
  • 06/2014 → 08/2017
    South Jordan Middle
    South Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
S63 Uniform Securities Agent State Law Examination 2024-10-16
  • S66 Uniform Combined State Law Examination
    2026-01-30
  • S63 Uniform Securities Agent State Law Examination
    2024-10-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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