Jordan Collette

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
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Bedford, NH • 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
Unemployment	Bedford	NH	12/2023	02/2024
Unemployed	San Diego	CA	09/2017	09/2018
Clearlink	Orem	UT	09/2018	11/2018
Fidelity Brokerage Services Llc	Rancho Bernardo	CA	01/2017	09/2017
America'S Back Offi	Lewisville	TX	06/2021	07/2022
Fidelity Brokerage Services Llc	Merrimack	NH	02/2024	Present
Bedford High School	Bedford	NH	10/2022	12/2022
Unemployed	Bedford	NH	12/2022	08/2023
Hudson Memorial School	Hudson	NH	08/2023	11/2023
Genius Sis	Miramar	FL	11/2018	06/2021
Unemployed	Gilbert	AZ	07/2022	10/2022
Fidelity Brokerage Services Llc	Merrimack	NH	06/2015	12/2016
Fidelity Investments	Boston	MA	03/2025	Present

12/2023 → 02/2024

Unemployment

Bedford, NH
09/2017 → 09/2018

Unemployed

San Diego, CA
09/2018 → 11/2018

Clearlink

Orem, UT
01/2017 → 09/2017

Fidelity Brokerage Services Llc

Rancho Bernardo, CA
06/2021 → 07/2022

America'S Back Offi

Lewisville, TX
02/2024 → Present

Fidelity Brokerage Services Llc

Merrimack, NH
10/2022 → 12/2022

Bedford High School

Bedford, NH
12/2022 → 08/2023

Unemployed

Bedford, NH
08/2023 → 11/2023

Hudson Memorial School

Hudson, NH
11/2018 → 06/2021

Genius Sis

Miramar, FL
07/2022 → 10/2022

Unemployed

Gilbert, AZ
06/2015 → 12/2016

Fidelity Brokerage Services Llc

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-07-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Bedford, NH

Other Businesses

OBA-107017|OrgNmn:Jordan Collette|Org Addr:Bedford,New Hampsh,US|OBA Nature:Part of a group of content cre|Invst Rel:N|Title:Independent Contractor|Duties:In spare time, convert PDF files into usable MOD files (zip files reformatted for a particular software system) that are sold on digital marke|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-14
S63	Uniform Securities Agent State Law Examination	2015-08-10

S66 Uniform Combined State Law Examination

2024-06-14
S63 Uniform Securities Agent State Law Examination

2015-08-10

Other Names

Jordan Glenn Collette

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

ON INVESTMENT MANAGEMENT CO

PEAK WEALTH MANAGEMENT LLC

PHOENIX INTERNATIONAL INVESTMENTS LLC

NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE

BYRON J. THRESHER

RYAN JEREMY CHARETTE

STEPHEN A LUNGO

DENNIS CIPRIANO

BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH

CHARLES SCHWAB & CO., INC. · Nashua, NH

LPL FINANCIAL LLC · NASHUA, NH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH

ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH

PEAK WEALTH MANAGEMENT LLC · NASHUA, NH

PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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