Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
5yrs
Jackson Hallstrom
Full name on record: Jackson Everett Hallstrom
Financial advisor at Strategic Advisers
Based in Salt Lake City, Utah, Jackson Hallstrom is a fiduciary financial advisor with 5 years of industry experience. Jackson has been with Strategic Advisers since 2025; before that, Jackson spent three years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeSalt Lake City, UT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Jackson
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jackson. Salt Lake City, UTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jackson
Tailored to Jackson’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jackson
How do I contact Jackson?
Call Strategic Advisers at (617) 563-7000 and ask for Jackson Hallstrom. Jackson works from the Salt Lake City, UT office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jackson hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jackson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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