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Jordan Ashton Francis

Strategic Advisers LLC

Mesquite, TX

Westlake, TX

CRD 7326652

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

Branch Locations

Mesquite, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Student Tyler TX 08/2014 05/2018
Dallas Behavioral Healthcare Desoto TX 05/2020 01/2021
The Wood Group Mckinney TX 06/2019 12/2020
Prestonwood Christian Academy Plano TX 10/2018 09/2019
Unemployed Desoto TX 06/2018 10/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2021 01/2022
Northwestern Mutual Investment Services Llc Frisco TX 12/2021 01/2022
Fidelity Investments Westlake TX 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 05/2018
    Student
    Tyler, TX
  • 05/2020 → 01/2021
    Dallas Behavioral Healthcare
    Desoto, TX
  • 06/2019 → 12/2020
    The Wood Group
    Mckinney, TX
  • 10/2018 → 09/2019
    Prestonwood Christian Academy
    Plano, TX
  • 06/2018 → 10/2018
    Unemployed
    Desoto, TX
  • 01/2021 → 01/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2021 → 01/2022
    Northwestern Mutual Investment Services Llc
    Frisco, TX
  • 02/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-66446|OrgNmn:Jordan Ashton Properties LLC|Org Addr:Desoto,Texas,US|OBA Nature:Real Estate |Invst Rel:Y|Title:Owner |Duties:All functions of the business |StrtDt:11-02-20|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-09
  • S66 Uniform Combined State Law Examination
    2022-08-09
Other Names
  • Jordan Ashton Francis
  • Jordan Francis

View on SEC IAPD

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