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Jordan T Mock

Strategic Advisers LLC

Indianapolis, IN

Indianapolis, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-06-18
TX RA APPROVED 2025-06-18
  • IN RA
    APPROVED
    Since 2025-06-18
  • TX RA
    APPROVED
    Since 2025-06-18

Branch Locations

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States

Indianapolis, IN • 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 Investments North Bend OH 07/2021 11/2022
Empire Logistics Cincinnati OH 06/2020 07/2021
Dhl Erlanger KY 05/2020 06/2020
Horan Associates Cincinnati OH 12/2019 04/2020
Skyline Chili Cincinnati OH 09/2017 07/2021
Jack'S Pets/ Pet Valu Cincinnati OH 08/2015 09/2017
Miami University Hamilton/Oxford OH 08/2016 05/2017
University Of Cincinnati Cincinnati OH 08/2017 12/2020
Fidelity Investments Covington KY 11/2022 05/2023
Unemployed Sunman IN 05/2023 06/2023
Fidelity Investments Covington KY 06/2023 Present
  • 07/2021 → 11/2022
    Fidelity Investments
    North Bend, OH
  • 06/2020 → 07/2021
    Empire Logistics
    Cincinnati, OH
  • 05/2020 → 06/2020
    Dhl
    Erlanger, KY
  • 12/2019 → 04/2020
    Horan Associates
    Cincinnati, OH
  • 09/2017 → 07/2021
    Skyline Chili
    Cincinnati, OH
  • 08/2015 → 09/2017
    Jack'S Pets/ Pet Valu
    Cincinnati, OH
  • 08/2016 → 05/2017
    Miami University
    Hamilton/Oxford, OH
  • 08/2017 → 12/2020
    University Of Cincinnati
    Cincinnati, OH
  • 11/2022 → 05/2023
    Fidelity Investments
    Covington, KY
  • 05/2023 → 06/2023
    Unemployed
    Sunman, IN
  • 06/2023 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-12
  • S66 Uniform Combined State Law Examination
    2025-06-12
Other Names
  • Jordan Thomas Mock
  • Jordan Mock
  • Jordan T Mock

View on SEC IAPD

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SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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