Jordan Samuel Klein

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Seattle, WA • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Lynnwood	WA	09/2018	Present
Fifth Avenue Law Group Pllc (Formerly Monahan & Biagi Pllc)	Seattle	WA	08/2010	08/2018
Fidelity Investments	Boston	MA	03/2025	Present

09/2018 → Present

Fidelity Brokerage Services Llc

Lynnwood, WA
08/2010 → 08/2018

Fifth Avenue Law Group Pllc (Formerly Monahan & Biagi Pllc)

Seattle, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-01-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Lynnwood, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-24

S66 Uniform Combined State Law Examination

2018-11-24

View on SEC IAPD

More in Seattle, WA

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