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Ashley Marie Jordan

Strategic Advisers LLC

Providence, RI

East Providence, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

East Providence, RI • 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
Citizens Bank Cranston RI 09/2016 02/2019
Island Consulting Providence RI 04/2016 09/2016
Citizens Bank Cranston RI 02/2019 04/2019
Citizens Securities, Inc Canton MA 04/2019 12/2020
Bank Rhode Island (Brookline Bank Corp) Providence RI 01/2021 05/2022
Fidelity Investments Providence RI 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 02/2019
    Citizens Bank
    Cranston, RI
  • 04/2016 → 09/2016
    Island Consulting
    Providence, RI
  • 02/2019 → 04/2019
    Citizens Bank
    Cranston, RI
  • 04/2019 → 12/2020
    Citizens Securities, Inc
    Canton, MA
  • 01/2021 → 05/2022
    Bank Rhode Island (Brookline Bank Corp)
    Providence, RI
  • 05/2022 → Present
    Fidelity Investments
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-13
S63 Uniform Securities Agent State Law Examination 2019-06-17
  • S65 Uniform Investment Adviser Law Examination
    2023-12-13
  • S63 Uniform Securities Agent State Law Examination
    2019-06-17
Other Names
  • Ashley M Jordan
  • Ashley Marie Jordan

View on SEC IAPD

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BLUE FIN CAPITAL, INC.
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STIFEL, NICOLAUS & COMPANY, INCORPORATED
BARRETT & COMPANY
WELLTH ADVISORY SERVICES, LLC
WEYBOSSET RESEARCH & MANAGEMENT, LLC

Other Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG

Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
WASHINGTON TRUST ADVISORS · Providence, RI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PROVIDENCE, RI
BARRETT & COMPANY · PROVIDENCE, RI

More in Providence, RI

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