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Courtney Wolf

Strategic Advisers LLC

Medina, OH

Fairlawn, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Medina, OH • 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
OrganizationCityStateFromTo
Jpmorgan Securities Llc Beachwood OH 08/2013 11/2021
Fidelity Investments Boston MA 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 11/2021
    Jpmorgan Securities Llc
    Beachwood, OH
  • 11/2021 → Present
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairlawn, OH
  • 2013-08-12 → 2021-10-23
    J.P. Morgan Securities Llc
    Strongsville, OH
    Beachwood, OH
    Willoughby, OH
    Warren, OH
    Chagrin Falls, OH
    Painesville, OH
    Painesville, OH
    Willoughby, OH
  • 2012-11-30 → 2013-04-25
    Equitable Advisors, Llc
    Strongsville, OH
    Akron, OH
    Akron, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-18
  • S66 Uniform Combined State Law Examination
    2012-11-18
Other Names
  • Courtney Jordan
  • Courtney N Jordan
  • Courtney Nicole Jordan

View on SEC IAPD

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