Jordan Nelson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Akron, OH • United States

Akron, OH • United States

3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States

3750 W Market St Unit A, Fairlawn, OH 44333-4803 • 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

Organization	City	State	From	To
Td Ameritrade Inc.	Beachwood	OH	03/2015	05/2020
Fidelity Brokerage Services	Fairlawn	OH	05/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2015 → 05/2020

Td Ameritrade Inc.

Beachwood, OH
05/2020 → Present

Fidelity Brokerage Services

Fairlawn, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-05-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Fairlawn, OH
2015-03-18 → 2020-05-23

Td Ameritrade, Inc.

Orange Village, OH
2015-03-18 → 2020-05-23

Td Ameritrade Investment Management, Llc

Beachwood, OH

Orange Village, OH
2012-10-04 → 2015-03-06

Pnc Wealth Management Llc

Akron, OH

Akron, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-01-30
S63	Uniform Securities Agent State Law Examination	2012-05-13

S65 Uniform Investment Adviser Law Examination

2013-01-30
S63 Uniform Securities Agent State Law Examination

2012-05-13

Other Names

Jordan Arthur Bock-Nelson
Jordan A Bock-Nelson
Jordan A Nelson
Jordan A Bock-Nelson
Jordan Arthur Bock Nelson

View on SEC IAPD

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