Jordan Merlino

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 10/2020
  Td Ameritrade
  Seattle, WA
• 09/2015 → 02/2021
  Seventh & Central Weddings And Events Llc
  Kingston, WA
• 02/2021 → Present
  Fidelity Investments
  Seattle, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-02-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Seattle, WA
• 2019-10-24 → 2021-01-11
  Td Ameritrade, Inc.
  Seattle, WA
  Silverdale, WA
• 2019-10-24 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Seattle, WA

Other Businesses

OBA-17956|OrgNmn:Seventh & Central Weddings and Events LLC|Org Addr:Poulsbo,Washington,US|OBA Nature:Wedding and Event Planning|Invst Rel:N|Title:Owner|Duties:Business owner. Planning, consulting, and officiating weddings.|StrtDt:10-01-15|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-10-23

Other Names

• Jordan Cossaboon Newton
• Jordan C Merlino
• Jordan Cossaboon Merlino