Best Investors Account Sign in

Jordan Vicent

Strategic Advisers LLC

Lynnwood, WA

Chicago, IL

Seattle, WA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-08-28
TX RA APPROVED 2025-03-31
  • WA RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

One North Lasalle Street, Chicago, IL 60602-3902 • United States

Seattle, WA • 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 Chicago IL 02/2023 Present
New York Life Downers Grove IL 05/2022 01/2023
Auto-Owners Insurance Lansing MI 05/2021 05/2022
Michigan State University East Lansing MI 08/2018 05/2022
College Works Painting East Lansing MI 02/2019 11/2020
Tented Events Traverse City MI 06/2018 08/2018
Firefly Traverse City MI 06/2017 07/2017
Traverse City Central High School Traverse City MI 09/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Chicago, IL
  • 05/2022 → 01/2023
    New York Life
    Downers Grove, IL
  • 05/2021 → 05/2022
    Auto-Owners Insurance
    Lansing, MI
  • 08/2018 → 05/2022
    Michigan State University
    East Lansing, MI
  • 02/2019 → 11/2020
    College Works Painting
    East Lansing, MI
  • 06/2018 → 08/2018
    Tented Events
    Traverse City, MI
  • 06/2017 → 07/2017
    Firefly
    Traverse City, MI
  • 09/2014 → 06/2018
    Traverse City Central High School
    Traverse City, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-24
  • S66 Uniform Combined State Law Examination
    2023-05-24
Other Names
  • Jordan Vicent
  • Jordan Jamal Vicent

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
COMPREHENSIVE WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
CAPITAL INVESTMENT SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CHANEY CAPITAL MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

CARLA SUE FORNEY
BRYAN LEE HENDRICKSON
Eric John Sandstrom
GENEVA PATRICIA FOSTER
Wesley John Brandon
Trevor Dane Williams
JAMES WARREN JENKINS
DENISE DIANE BRANDON

Other Offices

LPL FINANCIAL LLC · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
LPL FINANCIAL LLC · LYNNWOOD, WA
KESTRA ADVISORY SERVICES, LLC · Lynnwood, WA
VALIC FINANCIAL ADVISORS, INC. · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
CAPITAL INVESTMENT SERVICES, LLC · LYNNWOOD, WA
CAPITAL INVESTMENT SERVICES, LLC · LYNNWOOD, WA

More in Lynnwood, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor