Jordan Morihei Casillas Amador

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

• 05/2013 → 08/2017
  Smart Choice Auto Group
  Houston, TX
• 08/2017 → 01/2019
  Full-Time Education / Unemployed
  Houston, TX
• 12/2019 → 05/2020
  Elite Energy Partners
  Sherman, TX
• 05/2019 → 05/2020
  Solar One
  Sherman, TX
• 08/2020 → 02/2021
  Oscar Torres: Allstate Insurance
  Houston, TX
• 02/2021 → 10/2022
  Self-Employed
  Houston, TX
• 01/2019 → 10/2022
  God's House Church
  Houston, TX
• 10/2022 → Present
  Fidelity Investments
  The Woodlands, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-12-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  The Woodlands, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-10-06
• S63 Uniform Securities Agent State Law Examination
  2023-02-27

Other Names

• Jordan Morihei Casillas Amador
• Jordan Morihei Casillas