Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

JH

Jared Lee Heaton

CFP®

STRATEGIC ADVISERS

SALT LAKE CITY, UT

·CRD# 2642218·31 years experience

Professional Summary

Jared Lee Heaton, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Salt Lake City, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah. Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jared has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9, Series 8...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Contact Information

Email

xxxxx@xxxx.xxx

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Credentials

CFP®

Certified Financial Planner

Years of Experience

31 years in the financial services industry

Current & Past Employments

STRATEGIC ADVISERS LLC·CRD# 104555

RIA

49 North 400 West, Salt Lake City, UT 84101

March 31, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC·CRD# 7784

BD

49 North 400 West, Salt Lake City, UT 84101

August 28, 1995 - Present

FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590

RIA

Salt Lake City, UT

July 13, 2018 - March 31, 2025

STRATEGIC ADVISERS LLC·CRD# 104555

RIA

Salt Lake City, UT

August 14, 2006 - July 13, 2018

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Current Firm

SA

STRATEGIC ADVISERS LLC

CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - SEC (8/11/1977 Approved)

Contact Information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Phone Number

(617) 563-7000

# of Employees

17,112

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISERS LLC (3/30/2026)

FIDELITY STRATEGIC DISCIPLINES (3/30/2026)

FIDELITY GO (3/30/2026)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/30/2026)

FIDELITY WEALTH SERVICES (3/30/2026)

FIDELITY MANAGED FIDFOLIOS (3/30/2026)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,973,512

AUM (Assets Under Management)

$1,370,125,325,211

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SA

STRATEGIC ADVISERS LLC

CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - SEC (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(8/13/2026)

RR

Alaska
(8/13/2026)

RR

Arizona
(8/13/2026)

RR

Arkansas
(8/13/2026)

RR

California
(8/13/2026)

RR

Colorado
(8/13/2026)

RR

Connecticut
(8/13/2026)

RR

Delaware
(8/13/2026)

RR

District of Columbia
(8/13/2026)

RR

Florida
(8/13/2026)

RR

Georgia
(8/13/2026)

RR

Hawaii
(8/13/2026)

RR

Idaho
(8/13/2026)

RR

Illinois
(8/13/2026)

RR

Indiana
(8/13/2026)

RR

Iowa
(8/13/2026)

RR

Kansas
(8/13/2026)

RR

Kentucky
(8/13/2026)

RR

Louisiana
(8/13/2026)

RR

Maine
(8/13/2026)

RR

Maryland
(8/13/2026)

RR

Massachusetts
(1/2/2015)

RR

Michigan
(8/13/2026)

RR

Minnesota
(8/13/2026)

RR

Mississippi
(8/13/2026)

RR

Missouri
(8/13/2026)

RR

Montana
(8/13/2026)

RR

Nebraska
(8/13/2026)

RR

Nevada
(8/13/2026)

RR

New Hampshire
(8/13/2026)

RR

New Jersey
(8/13/2026)

RR

New Mexico
(8/13/2026)

RR

New York
(8/13/2026)

RR

North Carolina
(8/13/2026)

RR

North Dakota
(8/13/2026)

RR

Ohio
(8/13/2026)

RR

Oklahoma
(8/13/2026)

RR

Oregon
(8/13/2026)

RR

Pennsylvania
(8/13/2026)

RR

Puerto Rico
(8/13/2026)

RR

Rhode Island
(8/13/2026)

RR

South Carolina
(8/13/2026)

RR

South Dakota
(8/13/2026)

RR

Tennessee
(8/13/2026)

RR

Texas
(1/6/2023)

IAR

Texas
(3/31/2025)

RR

Utah
(1/6/2023)

IAR

Utah
(3/31/2025)

RR

Vermont
(8/13/2026)

RR

Virgin Islands
(8/13/2026)

RR

Virginia
(8/13/2026)

RR

Washington
(8/13/2026)

RR

West Virginia
(8/13/2026)

RR

Wisconsin
(8/13/2026)

RR

Wyoming
(8/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2006About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1995About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2023About the Series 9 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Jan 1999

Series 4 — Registered Options Principal Examination

Passed Jun 1996About the Series 4 exam

FINRA

SRO Registrations

New York Stock Exchange

SRO Registrations

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Jared Lee Heaton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi

Kyle Kaleiluakiliopu Fukuchi

OSAIC WEALTH, INC.

Farmington, UT · CRD#

Neal Jones Hansen

Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#

Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

JH

Follow Jared

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required