Jordan Papenfuss

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  Fidelity Investments
  American Fork, UT
• 08/2021 → 05/2022
  Utah Valley University
  Orem, UT
• 01/2021 → 08/2021
  Utah Valley University
  Orem, UT
• 09/2020 → 12/2020
  Doterra Llc
  Pleasant Grove, UT
• 09/2019 → 08/2020
  My Indoor Air Quality
  Orem, UT
• 08/2017 → 08/2019
  The Church Of Jesus Christ Of Latter Day Saints
  Johannesburg
• 08/2011 → 08/2017
  South Davis Junior High, Woods Cross High School
  North Salt Lake, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06
• S63 Uniform Securities Agent State Law Examination
  2022-10-17

Other Names

• Jordan Colton Papenfuss
• Jordan Papenfuss