Best Investors Account Sign in

Jordan D. Gillen

Strategic Advisers LLC

Salt Lake City, UT

Grantsville, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Grantsville, UT • 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
Fidelity Brokerage Services Llc American Fork UT 01/2011 04/2018
Tesla Motors Inc. Draper UT 04/2018 06/2018
Jpmorgan Chase Bank, N.A. Cottonwood Heights UT 07/2018 04/2021
J.P. Morgan Securities Llc Cottonwood Heights UT 07/2018 04/2021
J.P. Morgan Securities Llc Salt Lake City UT 04/2021 04/2023
Jpmorgan Chase Bank, N.A. Salt Lake City UT 04/2021 04/2023
Fidelity Investments Salt Lake City UT 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → 04/2018
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 04/2018 → 06/2018
    Tesla Motors Inc.
    Draper, UT
  • 07/2018 → 04/2021
    Jpmorgan Chase Bank, N.A.
    Cottonwood Heights, UT
  • 07/2018 → 04/2021
    J.P. Morgan Securities Llc
    Cottonwood Heights, UT
  • 04/2021 → 04/2023
    J.P. Morgan Securities Llc
    Salt Lake City, UT
  • 04/2021 → 04/2023
    Jpmorgan Chase Bank, N.A.
    Salt Lake City, UT
  • 04/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2021-05-11 → 2023-04-04
    J.P. Morgan Securities Llc
    Cottonwood Heights, UT
    Sandy, UT
    Sandy, UT
    Holladay, UT
    Murray, UT
    Salt Lake, UT
Other Businesses

OBA-124288|OrgNmn:Door Dash|Org Addr:Grantsvill,Utah,US|OBA Nature:Door dash food delivery|Invst Rel:N|Title:Independent Contractor|Duties:Drive food delivery for door dash|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-24
S63 Uniform Securities Agent State Law Examination 2011-04-28
  • S66 Uniform Combined State Law Examination
    2021-04-24
  • S63 Uniform Securities Agent State Law Examination
    2011-04-28
Other Names
  • Jordan Gillen
  • Jordan Dean Gillen

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor