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GILBERT JONATHAN VOSS III
GILBERT JONATHAN VOSS
CRD#: 5847500
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 49 NORTH 400 WEST
SALT LAKE CITY, UT 84101
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 49 NORTH 400 WEST
SALT LAKE CITY, UT 84101
Registration History
2012201420162018202020222024IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2011 - Present (13 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2012 - 2018 (5 years)
License(s)

State Registrations

B
Massachusetts 10/10/2011

B
Utah 10/10/2011

B
Texas 10/10/2011

IA
Utah 7/13/2018

IA
Texas 7/13/2018

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
49 NORTH 400 WEST, SALT LAKE CITY, UT 84101
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
49 NORTH 400 WEST, SALT LAKE CITY, UT 84101
SANDY, UT
Registered with this firm since 9/30/2011

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/04/2012 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SALT LAKE CITY, UT
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.