Best Investors Account Sign in

Jordan Paul Woodcox

Strategic Advisers LLC

Salt Lake City, UT

Saratoga Springs, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Saratoga Springs, UT • 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 American Fork UT 01/2016 05/2017
The Vanguard Group, Inc. Scottsdale AZ 06/2017 10/2021
Survending, Llc Mesa AZ 03/2018 04/2021
Self Employed Gilbert AZ 05/2021 10/2021
Fidelity Brokerage Services, Llc Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
S63 Uniform Securities Agent State Law Examination 2016-02-26
  • S66 Uniform Combined State Law Examination
    2017-08-25
  • S63 Uniform Securities Agent State Law Examination
    2016-02-26
Designations
Other Names
  • Jordan P Woodcox
  • Jordan Woodcox
  • Jordan Paul Woodcox

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor