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Jordan Martin

Strategic Advisers LLC

Tulsa, OK

Owasso, OK

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-10-23
TX RA APPROVED 2025-03-31
  • OK RA
    APPROVED
    Since 2025-10-23
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States

Owasso, OK • 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
Edward Jones St Louis MO 02/2019 Present
Quiktrip Dallas TX 08/2012 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → Present
    Edward Jones
    St Louis, MO
  • 08/2012 → 01/2019
    Quiktrip
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2019-05-20 → 2020-10-07
    Edward Jones
    Arlington, TX
    St Louis, MO
    Arlington, TX
    Mansfield, TX
    Ft Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-18
  • S66 Uniform Combined State Law Examination
    2019-05-18
Other Names
  • Jordan Thomas Martin
  • Jordan Martin

View on SEC IAPD

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