Robert E Jordan

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Milford, OH • 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
Fidelity Brokerage Services, Inc.	Cincinnati	OH	11/1991	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/1991 → Present

Fidelity Brokerage Services, Inc.

Cincinnati, OH
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Milford, OH
2005-01-07 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Other Businesses

OBA-9698|OrgNmn:Jordan Family Properties, LLC|Org Addr:Milford,Ohio,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:Maintain the rental property, as well as collecting rent.|StrtDt:10-19-11|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-12-08
S63	Uniform Securities Agent State Law Examination	1992-01-29

S66 Uniform Combined State Law Examination

2004-12-08
S63 Uniform Securities Agent State Law Examination

1992-01-29

Other Names

Robert Edward Jordan

View on SEC IAPD

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