Jordan Croteau

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-18
TX	RA	APPROVED	2026-05-13

FL RA
APPROVED

Since 2026-05-18
TX RA
APPROVED

Since 2026-05-13

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • 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

Organization	City	State	From	To
Fisher Investments	Tampa	FL	04/2026	Present
Western New England	Springfield	MA	01/2023	12/2025
United States Air Force	Clovis	NM	07/2016	12/2022
N/A	Granby	MA	01/2026	04/2026

04/2026 → Present

Fisher Investments

Tampa, FL
01/2023 → 12/2025

Western New England

Springfield, MA
07/2016 → 12/2022

United States Air Force

Clovis, NM
01/2026 → 04/2026

N/A

Granby, MA

Other Businesses

Manager of Self-Directed IRA "Croteau Holdings LLC", it is investment related. Custodied at IRA Financial Trust, which owns 100% of a Wyoming-domiciled entity, Croteau Holdings LLC. I have engaged a registered agent in Wyoming for compliance purposes. I receive no compensation, it requires 0 hours of work. I serve as the manager of the LLC, which provides me with checkbook control over the IRA funds. This is simply a structure which allows me to control my IRA investments.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-13

S65 Uniform Investment Adviser Law Examination

2026-05-13