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Jordan Casey

Strategic Advisers LLC

Providence, RI

Johnston, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Johnston, RI • 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
New York Life Johnston RI 02/2015 10/2016
Equity National Providence RI 10/2016 01/2017
Kpmg Providence RI 02/2017 05/2017
Citizens Bank Johnston RI 05/2017 06/2021
Fidelity Investments Smithfield RI 12/2021 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 06/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 10/2016
    New York Life
    Johnston, RI
  • 10/2016 → 01/2017
    Equity National
    Providence, RI
  • 02/2017 → 05/2017
    Kpmg
    Providence, RI
  • 05/2017 → 06/2021
    Citizens Bank
    Johnston, RI
  • 12/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2021 → 12/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lincoln, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-88959|OrgNmn:HOA member|Org Addr:johnston,Rhode Isla,US|OBA Nature:RECORD kEEPING, iNTERNAL CONTR|Invst Rel:N|Title:Officer|Duties:RECORD kEEPING, iNTERNAL CONTROL, BUDGETING, AUDITING, INVESTING, INSURANCE, TAXES, RESERVES, DUES AND ASSESMENTS, FINANCIAL REPORTS |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2022-08-15
Other Names
  • Jordan Lavon Casey
  • Jordan Casey

View on SEC IAPD

Other Firms

PARSONS CAPITAL MANAGEMENT INC
ERNST & YOUNG INVESTMENT ADVISERS LLP
BLUE FIN CAPITAL, INC.
WASHINGTON TRUST ADVISORS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BARRETT & COMPANY
WELLTH ADVISORY SERVICES, LLC
WEYBOSSET RESEARCH & MANAGEMENT, LLC

Other Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG

Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
WASHINGTON TRUST ADVISORS · Providence, RI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PROVIDENCE, RI
BARRETT & COMPANY · PROVIDENCE, RI

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