Jordan C. Smith

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

• 06/2019 → 04/2022
  Wells Fargo Funds Distributor, Llc.
  Menomonee Falls, WI
• 10/2014 → 03/2019
  Us Bank Global Fund Services
  Milwaukee, WI
• 03/2019 → 06/2019
  Unemployed
  Milwaukee, WI
• 03/2023 → Present
  Fidelity Investments
  Wauwatosa, WI
• 04/2022 → 03/2023
  Unemployed
  Wauwatosa, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wauwatosa, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-05-22
• S63 Uniform Securities Agent State Law Examination
  2019-04-05

Other Names

• Jordan Smith
• Jordan Christopher Smith