Jordan Schmidt

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
OR	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

OR RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Sherwood, OR • United States

2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • 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
Fidelity Brokerage Services Llc	Tigard	OR	05/2012	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2012 → Present

Fidelity Brokerage Services Llc

Tigard, OR
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Beaverton, OR

Sherwood, OR
2014-09-30 → 2018-07-13

Strategic Advisers Llc

Tigard, OR

Other Businesses

OBA-61503|OrgNmn:A Wave From It All In Rockaway Beach|Org Addr:Rockaway B,Oregon,US|OBA Nature:Vacation Rental House|Invst Rel:Y|Title:Partner|Duties:Management|StrtDt:08-16-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-27
S63	Uniform Securities Agent State Law Examination	2012-11-05

S66 Uniform Combined State Law Examination

2013-07-27
S63 Uniform Securities Agent State Law Examination

2012-11-05

Other Names

Jordan Thomas Schmidt

View on SEC IAPD

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