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Jordan K Balmforth

Strategic Advisers LLC

Kernersville, NC

Greensboro, NC

Winston-Salem, NC

CRD 5064136

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Kernersville, NC • United States

609 Green Valley Rd, Greensboro, NC 27408-7717 • United States

380 Knollwood St Suite 740, Winston-Salem, NC 27103-1840 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 09/2005 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2005 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winston-Salem, NC
Other Businesses

OBA-94895|OrgNmn:DJ Fresca|Org Addr:Kernersvil,North Caro,US|OBA Nature:DJ-ing school events, weddings|Invst Rel:N|Title:DJ|Duties:DJ-ing|StrtDt:01-03-23|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-17
S63 Uniform Securities Agent State Law Examination 2006-01-04
  • S66 Uniform Combined State Law Examination
    2018-09-17
  • S63 Uniform Securities Agent State Law Examination
    2006-01-04

View on SEC IAPD

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