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Stephanie L. Jordan

Strategic Advisers LLC

Fort Thomas, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-09-11
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-09-11
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fort Thomas, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Covington KY 01/2012 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2012-05-09
  • S66 Uniform Combined State Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2012-05-09
Other Names
  • Stephanie Leigh Hills
  • Stephanie Leigh Jordan

View on SEC IAPD

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