Jordan Holly Duncan

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
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

5322 Fm 1960 Rd W, Houston, TX 77069-4404 • United States

Cypress, TX • 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	Austin	TX	11/2021	Present
Bbva/Pnc	Austin	TX	09/2020	11/2021
First Convenience Bank	Kyle	TX	05/2019	09/2020
Saltgrass	San Marcos	TX	01/2019	07/2019
Nissan Of San Marcos	San Marcos	TX	01/2019	05/2019
Longhorn Steakhouse	San Antonio/New Braunfels	TX	07/2016	12/2018
Heb	Mcallen/San Antonio	TX	01/2014	11/2016
Fidelity Investments	Boston	MA	03/2025	Present

11/2021 → Present

Fidelity

Austin, TX
09/2020 → 11/2021

Bbva/Pnc

Austin, TX
05/2019 → 09/2020

First Convenience Bank

Kyle, TX
01/2019 → 07/2019

Saltgrass

San Marcos, TX
01/2019 → 05/2019

Nissan Of San Marcos

San Marcos, TX
07/2016 → 12/2018

Longhorn Steakhouse

San Antonio/New Braunfels, TX
01/2014 → 11/2016

Heb

Mcallen/San Antonio, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-04-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Austin, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-09
S63	Uniform Securities Agent State Law Examination	2022-05-18

S66 Uniform Combined State Law Examination

2022-09-09
S63 Uniform Securities Agent State Law Examination

2022-05-18

Other Names

Jordan Holly Duncan
Jordan Duncan

View on SEC IAPD

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