Jordan Paul Woodcox

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2017
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 06/2017 → 10/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2018 → 04/2021
  Survending, Llc
  Mesa, AZ
• 05/2021 → 10/2021
  Self Employed
  Gilbert, AZ
• 10/2021 → Present
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT
• 2017-08-25 → 2021-11-10
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2017-08-25
• S63 Uniform Securities Agent State Law Examination
  2016-02-26

Designations

• Certified Financial Planner

Other Names

• Jordan P Woodcox
• Jordan Woodcox
• Jordan Paul Woodcox