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Jordan Foster

Strategic Advisers LLC

Oakland Gardens, NY

CRD 7281954

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Oakland Gardens, NY • 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
Bethpage Federal Credit Union Bethpage NY 07/2020 04/2023
Bethpage Federal Credit Union Valley Stream NY 09/2019 07/2020
Government Employees Insurance Company (Geico) Woodbury NY 07/2018 04/2019
Unemployed N/A XX 05/2019 08/2019
Stony Brook University Stony Brook NY 08/2014 06/2018
Lpl Financial Bethpage NY 07/2020 04/2023
Fidelity Investments Queens NY 05/2023 Present
City Of New York 450 W 33Rd Street 4Th Floor NY 09/2020 07/2021
Stony Brook University Stony Brook NY 09/2016 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 04/2023
    Bethpage Federal Credit Union
    Bethpage, NY
  • 09/2019 → 07/2020
    Bethpage Federal Credit Union
    Valley Stream, NY
  • 07/2018 → 04/2019
    Government Employees Insurance Company (Geico)
    Woodbury, NY
  • 05/2019 → 08/2019
    Unemployed
    N/A, XX
  • 08/2014 → 06/2018
    Stony Brook University
    Stony Brook, NY
  • 07/2020 → 04/2023
    Lpl Financial
    Bethpage, NY
  • 05/2023 → Present
    Fidelity Investments
    Queens, NY
  • 09/2020 → 07/2021
    City Of New York
    450 W 33Rd Street 4Th Floor, NY
  • 09/2016 → 05/2018
    Stony Brook University
    Stony Brook, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cambria Heights, NY
  • 2022-11-04 → 2023-05-01
    Lpl Financial Llc
    Bethpage, NY
Other Businesses

OBA-111178|OrgNmn:n/a|Org Addr:Cambria He,New York,US|OBA Nature:Selling cake items for caterin|Invst Rel:N|Title:Baker|Duties:Make and deliver cake|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-28
Other Names
  • Jordan Foster
  • Jordan Angela Foster

View on SEC IAPD

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