Best Investors Account Sign in

Granville Marquale Jordan

Strategic Advisers LLC

Woodbury, MN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Woodbury, MN • 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
Diversified Investment Advisors Woodbury MN 10/2009 01/2021
Diversified Investors Securities Corp. Woodbury MN 11/2009 01/2021
Fidelity Investments Oakdale MN 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2009 → 01/2021
    Diversified Investment Advisors
    Woodbury, MN
  • 11/2009 → 01/2021
    Diversified Investors Securities Corp.
    Woodbury, MN
  • 01/2021 → Present
    Fidelity Investments
    Oakdale, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakdale, MN
  • 2014-04-25 → 2021-01-26
    Woodbury, MN
  • 2009-05-28 → 2009-11-16
    Td Ameritrade, Inc.
    Edina, MN
  • 2009-05-28 → 2009-11-16
    Td Ameritrade Investment Management, Llc
    Minneapolis, MN
  • 2005-07-20 → 2007-08-29
    Covington, KY
Other Businesses

OBA-17714|OrgNmn:World Barbarian Foundation RFC|Org Addr:Tampa,Florida,US|OBA Nature:We are an rugby organization|Invst Rel:N|Title:Secretary|Duties:Recruiting and taking notes at our annual meeting|StrtDt:06-01-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-17713|OrgNmn:Mews at City Walk|Org Addr:Woodbury,Minnesota,US|OBA Nature:Condo Board|Invst Rel:N|Title:VP of the Mews at City Walk|Duties:Attend quarterly meetings. Assist with setting dues and running of the property|StrtDt:03-01-10|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-25
S66 Uniform Combined State Law Examination 2005-06-21
S63 Uniform Securities Agent State Law Examination 2001-10-10
  • S65 Uniform Investment Adviser Law Examination
    2014-04-25
  • S66 Uniform Combined State Law Examination
    2005-06-21
  • S63 Uniform Securities Agent State Law Examination
    2001-10-10
Other Names
  • Granville Mark Jordan
  • Mark Jordan

View on SEC IAPD

More in Woodbury, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor