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Jordan Morihei Casillas Amador

Strategic Advisers LLC

Conroe, TX

The Woodlands, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Conroe, TX • United States

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • 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
Smart Choice Auto Group Houston TX 05/2013 08/2017
Full-Time Education / Unemployed Houston TX 08/2017 01/2019
Elite Energy Partners Sherman TX 12/2019 05/2020
Solar One Sherman TX 05/2019 05/2020
Oscar Torres: Allstate Insurance Houston TX 08/2020 02/2021
Self-Employed Houston TX 02/2021 10/2022
God's House Church Houston TX 01/2019 10/2022
Fidelity Investments The Woodlands TX 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
S63 Uniform Securities Agent State Law Examination 2023-02-27
  • 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

View on SEC IAPD

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