JS
Jack E. Skadal
STRATEGIC ADVISERS LLC
HERRIMAN, UT
Some features on this profile are disabled
CRD#: 3174769
JS
Professional summary
Jack Eugene Skadal III, who also goes by Jack Eugene Skadal III, Jack Eugene Skadal, Jeremy Skadal, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Herriman, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jack has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Eugene Skadal Iii | Jack Eugene Skadal | Jeremy Skadal
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.
OBA-98405|OrgNmn:Maverik|Org Addr:riverton,Utah,US|OBA Nature:Retail Convenience Store|Invst Rel:N|Title:Retail Store team member|Duties:Cashier, shelf stocker, lot attendant|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jack Eugene Skadal III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 49 North 400 West, Salt Lake City, UT 84101RIA
CRD#: 104555
HERRIMAN, UT
Current
November 10, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
December 1, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
September 13, 2010 - October 4, 2011
HARRISDIRECT LLC
RIA
CRD#: 42159
ARLINGTON, VA
Past
May 13, 2009 - October 4, 2011
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANDY, UT
Past
November 15, 2007 - February 20, 2009
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
AMERICAN FORK, UT
Past
June 22, 2007 - September 24, 2007
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
SALT LAKE CITY, UT
Past
November 2, 2000 - September 24, 2007
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SALT LAKE CITY, UT
Past
September 29, 2000 - December 13, 2000
WELLS FARGO BROKERAGE SERVICES, L.L.C.
BD
CRD#: 16100
MINNEAPOLIS, MN
Past
September 28, 2000 - November 2, 2001
WELLS FARGO SECURITIES INC.
BD
CRD#: 17438
SAN FRANCISCO, CA
Past
January 21, 1999 - September 27, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 21, 1999 - September 27, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/19/2012)
RR
Alaska(11/15/2011)
RR
Arizona(11/14/2011)
RR
Arkansas(11/17/2011)
RR
California(11/14/2011)
RR
Colorado(11/14/2011)
RR
Connecticut(11/14/2011)
RR
Delaware(11/21/2011)
RR
District of Columbia(11/10/2011)
RR
Florida(11/14/2011)
RR
Georgia(11/10/2011)
RR
Hawaii(11/16/2011)
RR
Idaho(11/14/2011)
RR
Illinois(11/10/2011)
RR
Indiana(11/15/2011)
RR
Iowa(11/14/2011)
RR
Kansas(11/14/2011)
RR
Kentucky(11/10/2011)
RR
Louisiana(1/9/2012)
RR
Maine(11/14/2011)
RR
Maryland(11/16/2011)
RR
Massachusetts(11/14/2011)
RR
Michigan(1/26/2012)
RR
Minnesota(11/16/2011)
RR
Mississippi(11/16/2011)
RR
Missouri(11/14/2011)
RR
Montana(11/14/2011)
RR
Nebraska(11/14/2011)
RR
Nevada(12/21/2011)
RR
New Hampshire(11/14/2011)
RR
New Jersey(11/16/2011)
RR
New Mexico(11/18/2011)
RR
New York(11/16/2011)
RR
North Carolina(11/10/2011)
RR
North Dakota(9/16/2014)
RR
Ohio(11/14/2011)
RR
Oklahoma(11/22/2011)
RR
Oregon(11/10/2011)
RR
Pennsylvania(11/14/2011)
RR
Puerto Rico(1/14/2019)
RR
Rhode Island(11/14/2011)
RR
South Carolina(11/21/2011)
RR
South Dakota(9/23/2014)
RR
Tennessee(9/15/2014)
RR
Texas(11/28/2011)
IAR
Texas(3/31/2025)
RR
Utah(11/14/2011)
IAR
Utah(3/31/2025)
RR
Vermont(11/17/2011)
RR
Virginia(11/10/2011)
RR
Washington(11/10/2011)
RR
West Virginia(11/17/2011)
RR
Wisconsin(11/16/2011)
RR
Wyoming(11/22/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
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
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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.
