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Jordan M. Buck

Strategic Advisers LLC

Westlake, OH

Elyria, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1800 Crocker Road, Westlake, OH 44145-6958 • United States

Elyria, 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
Charles Schwab & Co., Inc Richfield OH 06/2018 04/2021
Pat Obrien Chevrolet Westlake OH 09/2015 09/2016
Spyglass Llc Westlake OH 09/2016 06/2018
Fidelity Investments Westlake OH 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 04/2021
    Charles Schwab & Co., Inc
    Richfield, OH
  • 09/2015 → 09/2016
    Pat Obrien Chevrolet
    Westlake, OH
  • 09/2016 → 06/2018
    Spyglass Llc
    Westlake, OH
  • 05/2021 → Present
    Fidelity Investments
    Westlake, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, OH
Other Businesses

OBA-120430|OrgNmn:Uber|Org Addr:San Franci,California,US|OBA Nature:ride share|Invst Rel:N|Title:Independent Contractor|Duties:picking passengers up and driving them to a destination. Or delivering food. Evenings and Weekends|StrtDt:07-31-25|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-30
S63 Uniform Securities Agent State Law Examination 2021-03-13
  • S66 Uniform Combined State Law Examination
    2021-11-30
  • S63 Uniform Securities Agent State Law Examination
    2021-03-13
Other Names
  • Jordan Buck
  • Jordan Marks Buck

View on SEC IAPD

Other Firms

PARADIGM WEALTH MANAGEMENT, LLC
HIGHLAND CONSULTING ASSOCIATES INC.
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
COLETTA CAPITAL, LLC
ATHLETES FINANCIAL ADVISERS, LLC
MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN
MARNIE RENEE RANDEL
THOMAS RANDALL FAIRFAX
Ryan Christopher Smeltzer
Laurel Fitzsimmons
Michael Coletta

Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH

More in Westlake, OH

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