Best Investors Account Sign in

Jordan Monds

Strategic Advisers LLC

Tampa, FL

Wesley Chapel, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Wesley Chapel, FL • 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
Rooms To Go Brandon FL 10/2017 12/2021
Td Ameritrade Lakeland FL 10/2018 07/2019
Vivint Smarthome Tampa FL 02/2016 07/2017
Fidelity Investments Towson MD 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 12/2021
    Rooms To Go
    Brandon, FL
  • 10/2018 → 07/2019
    Td Ameritrade
    Lakeland, FL
  • 02/2016 → 07/2017
    Vivint Smarthome
    Tampa, FL
  • 01/2022 → Present
    Fidelity Investments
    Towson, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Towson, MD
    Tampa, FL
    Wesley Chapel, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-14
  • S66 Uniform Combined State Law Examination
    2022-07-14
Other Names
  • Jordan Daniel Monds
  • Jordan Monds

View on SEC IAPD

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor