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Jordan A. Dean

Strategic Advisers LLC

Manchester, NH

Merrimack, NH

CRD 7538999

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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
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Manchester, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Investments Merrimack NH 04/2022 Present
Deans Landscaping Llc Milford NH 04/2021 04/2022
Hitchiner Manufacturing Co. Inc Milford NH 01/2018 07/2020
New Hampshire Air National Guard Portsmouth NH 08/2016 04/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 04/2021 → 04/2022
    Deans Landscaping Llc
    Milford, NH
  • 01/2018 → 07/2020
    Hitchiner Manufacturing Co. Inc
    Milford, NH
  • 08/2016 → 04/2022
    New Hampshire Air National Guard
    Portsmouth, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-98122|OrgNmn:Maisons De La Monuments Condominium|Org Addr:Manchester,New Hampsh,US|OBA Nature:Board of directors for home ow|Invst Rel:N|Title:President |Duties:Obtain needed quotes for association covered items and improvements |StrtDt:04-28-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-11
S63 Uniform Securities Agent State Law Examination 2022-10-17
  • S66 Uniform Combined State Law Examination
    2023-08-11
  • S63 Uniform Securities Agent State Law Examination
    2022-10-17
Other Names
  • Jordan Arthur Dean
  • Jordan Dean

View on SEC IAPD

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