Best Investors Account Sign in

Anna Jordan

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-04
KY RA APPROVED 2025-04-03
TX RA APPROVED 2025-04-03
  • OH RA
    APPROVED
    Since 2025-04-04
  • KY RA
    APPROVED
    Since 2025-04-03
  • TX RA
    APPROVED
    Since 2025-04-03

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
Victoria's Secret Norwood OH 11/2012 08/2020
Fidelity Investments Covington KY 10/2020 Present
Dollar General Hamilton OH 04/2020 05/2020
  • 11/2012 → 08/2020
    Victoria's Secret
    Norwood, OH
  • 10/2020 → Present
    Fidelity Investments
    Covington, KY
  • 04/2020 → 05/2020
    Dollar General
    Hamilton, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-11
S63 Uniform Securities Agent State Law Examination 2021-04-09
  • S66 Uniform Combined State Law Examination
    2025-03-11
  • S63 Uniform Securities Agent State Law Examination
    2021-04-09
Other Names
  • Anna Jordan
  • Anna Josephine Jordan

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor