Best Investors Account Sign in

Jonathan Edward Bordeman

Strategic Advisers LLC

Fort Collins, CO

Windsor, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States

Windsor, CO • 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 Brokerage Services Llc Broomfield CO 07/2018 Present
Texas Roadhouse Fort Collins CO 04/2015 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → Present
    Fidelity Brokerage Services Llc
    Broomfield, CO
  • 04/2015 → 07/2018
    Texas Roadhouse
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-16
S63 Uniform Securities Agent State Law Examination 2019-06-13
  • S65 Uniform Investment Adviser Law Examination
    2021-02-16
  • S63 Uniform Securities Agent State Law Examination
    2019-06-13
Other Names
  • Jonathan Edward Bordeman
  • Jonathan Bordeman

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
GRADIENT ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
KYLE S. SCOTT FINANCIAL PLANNING, INC.
J.P. MORGAN SECURITIES LLC

Other Investors

RALPH TALBERT SHINN
Karl W Harman
John Michael Booton
LAURENCE ARNOLD BOWERS
LISA MARIE LYNN
MORGAN WELLS GRAY
MICHAEL WARREN GRAY
Joel M Maly

Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
EDWARD JONES · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

More in Fort Collins, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor